+475.2%
TEAM vs SPGI
+296.1%
+179.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -4.4% |
| 7D | -5.7% | -2.5% | -3.2% | -3.7% |
| 30D | +18.3% | +5.4% | +12.9% | +13.8% |
| 3M | +80.2% | +9.0% | +71.2% | +69.1% |
| 6M | +111.0% | +0.8% | +110.2% | +112.0% |
| YTD | +8.8% | -12.6% | +21.4% | +20.8% |
| 1Y | +2.2% | -16.1% | +18.3% | +16.6% |
| 3Y | -14.6% | +19.0% | -33.6% | -25.6% |
| 5Y | -53.8% | +5.1% | -58.8% | -55.7% |
| 10Y | +475.2% | +295.5% | +179.8% | +131.4% |
| All | +475.2% | +296.1% | +179.1% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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