+14.1%
SPGI vs BLK
+63.3%
-49.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -8.9% | -5.2% | -3.7% | -6.4% |
| 30D | +0.6% | -7.0% | +7.7% | +4.4% |
| 3M | +2.0% | +5.7% | -3.7% | -1.1% |
| 6M | +0.1% | +11.0% | -10.9% | -6.0% |
| YTD | -16.4% | +0.9% | -17.3% | -17.4% |
| 1Y | -18.9% | -1.6% | -17.3% | -19.1% |
| All | +14.1% | +63.3% | -49.2% | -20.3% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling