+5,923.7%
SPG vs TECH
+10,658.1%
-4,734.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +5.1% | +0.2% | +4.9% | +5.1% |
| 30D | +16.8% | +0.5% | +16.3% | +16.8% |
| 3M | +5.7% | +0.9% | +4.8% | +5.5% |
| 6M | +17.8% | +51.0% | -33.2% | +9.9% |
| YTD | +30.1% | +24.4% | +5.7% | +24.0% |
| 1Y | +32.8% | +27.6% | +5.2% | +25.9% |
| 3Y | +137.2% | +29.9% | +107.3% | +120.7% |
| 5Y | +81.5% | -40.6% | +122.1% | +88.0% |
| 10Y | +116.5% | +196.7% | -80.2% | +76.4% |
| All | +5,923.7% | +10,658.1% | -4,734.4% | +3,643.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling