+338.6%
SPGI vs TECH
+193.9%
+144.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +15.3% | +0.3% | +14.9% | +15.2% |
| 3M | +16.5% | +1.0% | +15.5% | +16.2% |
| 6M | +19.8% | +54.0% | -34.1% | +3.6% |
| YTD | -3.2% | +24.3% | -27.6% | -12.0% |
| 1Y | +1.8% | +23.7% | -21.9% | -7.5% |
| 3Y | +30.6% | +28.5% | +2.1% | +8.8% |
| 5Y | +16.0% | -41.2% | +57.3% | +30.4% |
| 10Y | +338.6% | +189.2% | +149.4% | +127.2% |
| All | +338.6% | +193.9% | +144.7% | +127.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling