+2,753.5%
SPGI vs BLK
+13,188.7%
-10,435.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.4% |
| 7D | -2.5% | -2.4% | -0.1% | -1.4% |
| 30D | +5.4% | -3.1% | +8.5% | +6.9% |
| 3M | +9.0% | +10.7% | -1.6% | +4.2% |
| 6M | +0.8% | +15.9% | -15.1% | -6.0% |
| YTD | -12.6% | +4.0% | -16.6% | -14.7% |
| 1Y | -16.1% | +1.3% | -17.4% | -17.4% |
| 3Y | +19.0% | +69.6% | -50.6% | -6.8% |
| 5Y | +5.1% | +33.8% | -28.7% | -10.0% |
| 10Y | +295.5% | +276.2% | +19.3% | +119.3% |
| All | +2,753.5% | +13,188.7% | -10,435.2% | +649.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 2026-09-08: compounded portfolio wealth divided by compounded BLK 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling