+2.2%
TEAM vs SPGI
-14.9%
+17.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -4.1% |
| 7D | -5.7% | -2.5% | -3.2% | -3.4% |
| 30D | +18.3% | +5.4% | +12.9% | +13.3% |
| 3M | +80.2% | +9.0% | +71.2% | +68.0% |
| 6M | +111.0% | +0.8% | +110.2% | +108.1% |
| YTD | +8.8% | -12.6% | +21.4% | +15.2% |
| 1Y | +2.2% | -16.1% | +18.3% | +9.8% |
| All | +2.2% | -14.9% | +17.0% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling