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Lagging#64 of 115 by 1M spread

Private Equity vs the S&P 500 (PSP): is it outperforming?

Over the past month, PSP has underperformed the S&P 500 by 1.9 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
−1.9 pts
Quadrant
Lagging
Momentum
Mixed
RS health
Strong
Holdings P/E
48.7×

Where PSP sits on the rotation map

Private Equity highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

PSP vs SPY: head-to-head returns

PSP (private equity) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means PSP won that window.

Window
PSP
SPY
Spread
1 week−1.0%−0.3%−0.7 pts
2 weeks+5.1%+2.8%+2.4 pts
1 month−0.7%+1.2%−1.9 pts
3 months−0.7%+9.5%−10.1 pts
6 months−13.9%+8.5%−22.5 pts
1 year−13.9%+21.4%−35.3 pts

Data as of 2026-07-13 · computed from daily adjusted closes · how we measure

The read

Private Equity (PSP) is out of favor: it trails the S&P 500 on both rotation windows — 1.9 points behind over the past month and 8.1 points behind over the longer, time-shifted window. That is the lagging quadrant. Ranked by one-month spread, it currently stands #64 of the 115 groups Zensei tracks.

On the shorter tape, PSP's momentum is mixed: the longer intraday trend is still positive, but the recent windows have gone flat. PSP's relative-strength line — its price ratio against the S&P 500 — is trading above its moving averages, the healthiest configuration we track. The longer trend remains healthier than the recent tape suggests — the kind of divergence worth rechecking in a week.

The exposure comes via Invesco Global Listed Private Equity ETF, whose 28 tracked holdings are led by BLACKSTONE INC, KKR & CO INC ORDINARY SHARES and TPG INC ORDINARY SHARES CLASS A. Weighted by portfolio, the fund's holdings trade at roughly 48.7× earnings and 5.4× sales. The thing to watch from here is the one-month spread: laggards only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.

What's inside PSP

Top 5 of 28 tracked holdings, by portfolio weight.

Holding
Weight
1M
BXBLACKSTONE INC
5.0%−0.6%
KKRKKR & CO INC ORDINARY SHARES
4.8%+1.0%
TPGTPG INC ORDINARY SHARES CLASS A
4.8%−1.2%
OWLn/a
3.8%−4.0%
ARCCARES CAPITAL CORP
3.3%−0.7%
23 more holdings — each measured against the sector, with momentum and relative strengthUnlock with Premium

Private Equity vs the market — common questions

Is private equity outperforming the S&P 500?

Right now, no: over the past month PSP has underperformed the S&P 500 by 1.9 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is PSP?

PSP is Invesco Global Listed Private Equity ETF, the fund Zensei uses to measure the private equity group against the S&P 500 benchmark (SPY).

Which stocks are in PSP?

PSP's largest tracked positions are BLACKSTONE INC, KKR & CO INC ORDINARY SHARES, TPG INC ORDINARY SHARES CLASS A, n/a, ARES CAPITAL CORP — 28 holdings in total. The full list, with each stock measured against the group, is part of Zensei Premium.

What quadrant is private equity in right now?

As of the latest daily data, private equity is in the lagging quadrant — trailing the S&P 500 on both windows. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track private equity against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.