-16.1%
SPGI vs TECH
+34.5%
-50.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +5.7% |
| 6M | +0.8% | +34.6% | -33.8% | -2.9% |
| YTD | -12.6% | +23.5% | -36.1% | -14.9% |
| 1Y | -16.1% | +34.4% | -50.5% | -18.6% |
| All | -16.1% | +34.5% | -50.7% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling