+5,805.1%
SPG vs TECH
+10,650.7%
-4,845.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +4.9% | +0.2% | +4.7% | +4.9% |
| 30D | +15.6% | +0.3% | +15.3% | +15.5% |
| 3M | +4.1% | +1.3% | +2.7% | +3.9% |
| 6M | +13.6% | +54.0% | -40.4% | +5.5% |
| YTD | +27.5% | +24.3% | +3.3% | +21.6% |
| 1Y | +32.2% | +25.8% | +6.4% | +25.7% |
| 3Y | +126.0% | +26.0% | +100.0% | +111.3% |
| 5Y | +74.7% | -40.1% | +114.9% | +80.8% |
| 10Y | +112.8% | +210.6% | -97.7% | +72.4% |
| All | +5,805.1% | +10,650.7% | -4,845.6% | +3,570.2% |
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