+14,609.4%
SPGI vs TECH
+101,542.6%
-86,933.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +18.4% | +0.3% | +18.0% | +18.3% |
| 3M | +15.7% | +1.3% | +14.4% | +15.5% |
| 6M | +17.3% | +54.0% | -36.7% | +8.8% |
| YTD | -4.7% | +24.3% | -29.0% | -9.2% |
| 1Y | +1.8% | +25.8% | -24.0% | -3.2% |
| 3Y | +31.7% | +26.0% | +5.7% | +22.5% |
| 5Y | +12.1% | -40.1% | +52.2% | +16.1% |
| 10Y | +341.9% | +210.6% | +131.4% | +261.9% |
| All | +14,609.4% | +101,542.6% | -86,933.2% | +9,025.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling