+334.3%
SPGI vs TECH
+204.1%
+130.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.9% | +0.2% | -1.1% | -0.9% |
| 30D | +15.5% | +0.5% | +15.0% | +15.3% |
| 3M | +15.7% | +0.9% | +14.8% | +15.4% |
| 6M | +19.1% | +51.0% | -32.0% | +3.5% |
| YTD | -4.1% | +24.4% | -28.4% | -12.8% |
| 1Y | +1.2% | +27.6% | -26.4% | -9.0% |
| 3Y | +31.6% | +29.9% | +1.7% | +9.1% |
| 5Y | +12.4% | -40.6% | +53.1% | +25.8% |
| 10Y | +334.3% | +196.7% | +137.6% | +125.5% |
| All | +334.3% | +204.1% | +130.1% | +125.5% |
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