+295.5%
SPGI vs TECH
+178.6%
+116.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | +5.4% | +0.1% | +5.3% | +5.4% |
| 3M | +9.0% | +37.5% | -28.5% | -2.2% |
| 6M | +0.8% | +34.6% | -33.8% | -10.3% |
| YTD | -12.6% | +23.5% | -36.1% | -20.4% |
| 1Y | -16.1% | +34.4% | -50.5% | -26.6% |
| 3Y | +19.0% | +2.3% | +16.7% | +8.7% |
| 5Y | +5.1% | -41.7% | +46.8% | +17.9% |
| 10Y | +295.5% | +177.6% | +117.8% | +113.3% |
| All | +295.5% | +178.6% | +116.8% | +113.3% |
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