+1,147.8%
SPGI vs AMCR
+106.4%
+1,041.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +0.1% | -1.9% | +2.0% | +0.6% |
| 30D | +8.4% | -4.1% | +12.5% | +9.6% |
| 3M | +11.8% | +21.7% | -9.8% | +5.7% |
| 6M | +5.7% | +1.5% | +4.2% | +4.5% |
| YTD | -9.7% | +13.1% | -22.8% | -14.0% |
| 1Y | -12.5% | +16.5% | -29.0% | -17.4% |
| 3Y | +21.8% | +10.3% | +11.6% | +15.1% |
| 5Y | +8.2% | -7.7% | +15.9% | +7.4% |
| 10Y | +309.5% | +24.6% | +284.9% | +255.7% |
| All | +1,147.8% | +106.4% | +1,041.4% | +983.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling