Index of the volume
Every chart in the chronicle, in reading order. 126 plates across 10 gatherings.
§ Front Page 5 plates
- 1One Dollar Across 126 Years: Compounding Outcomes Across Six Asset ClassesUBS YEARBOOK 2026 · 1900—2025
- 2The American Hegemony: U.S. Share of Global Capital (1900 vs. 2026)UBS YEARBOOK 2026 · 1900 vs 2026
- 3The Factor Decades: Annualized Factor Premia Across Eleven DecadesUBS YEARBOOK 2026 · 1920s—2020s
- 4Extreme Wealth Concentration: Fifty Years of Wealth Generated by 46 FirmsBESSEMBINDER 2026 · 1926—2025
- 5The Power-Law Frontier: 3.72% of Public Companies Created All Net WealthBESSEMBINDER 2026 · 1926—2025
§ I S&P 500 27 plates
- 1A Century of Calendar-Year ReturnsS&P 500 · Annual Returns
- 2Market Cap · 1-Year Return · Index WeightS&P 500 · Constituents
- 3The Distribution of Annual ReturnsS&P 500 · Return Distribution
- 4Annualized Return Matrix: Pick Any Buy and Sell YearS&P 500 · Annualized Matrix
- 5Five-Year Rolling Horizons: Annualized Return DistributionS&P 500 · 5Y Rolling
- 6Total Return Architecture: Price Gains, Dividends, and BuybacksS&P 500 · Return Decomposition
- 7Fourteen Crossings of Zero: A Century of Structural RegimesS&P 500 · Log YoY
- 8Daily Return Distribution: Central Clustering and Tail RiskS&P 500 · Daily Distribution and Deep Down Days
- 9The Geometry of Compounding: How Extreme Days Multiply CapitalS&P 500 · Multiplicative Contribution by Extreme Days
- 10Shiller CAPE: Cycle-Smoothed Price-to-Earnings RatioShiller CAPE · S&P 500
- 11AIAE: Aggregate Investor Allocation to EquitiesAIAE · Investor Allocation
- 12S&P 500 Trailing vs. Forward P/E MultiplesS&P 500 · TTM PE × Forward PE
- 13Return Decomposition: Valuation Rerating vs. Earnings GrowthS&P 500 · Return Decomposition (TTM)
- 14S&P 500 Earnings Per Share (TTM)S&P 500 · EPS (TTM)
- 15S&P 500 Return on Equity: The Anchor of Capital EfficiencyS&P 500 · ROE
- 16Historical Drawdowns: The Morphology of Market DeclinesS&P 500 · Historical Drawdowns
- 17Maximum Intra-Year Drop vs. Full-Year ReturnS&P 500 · Intrayear Drawdown
- 18S&P 500 Realized Volatility: 20-Day and 60-Day RegimesS&P 500 · Realized Volatility
- 19Cboe Volatility Index (VIX): Pricing Market Tail RiskVIX · S&P 500 Fear Index
- 20Bull-Market Breadth: Participation Above Moving AveragesBull-Market Breadth · S&P 500
- 21Monthly Return Seasonality: Historical HeatmapS&P 500 · Monthly Heatmap
- 22Gold Performance During Market Drawdowns and High Inflation RegimesUBS YEARBOOK 2026 · 1900—2025
- 23Sector Turnover: A Century and a Quarter of Economic TransformationUBS YEARBOOK 2026 · 1900—TODAY
- 24How the S&P 500 Is Actually BuiltS&P 500 · Methodology
- 25GICS Eleven-Sector Weight DistributionS&P 500 · Sector Weights
- 26Magnificent 7 · Equal-Weight Index of the SevenMagnificent 7 · Equal-Weight
- 27S&P 500 Constituent Changes: Additions and RemovalsS&P 500 · Constituent Changes
§ II Nasdaq 22 plates
- 1Nasdaq Composite: Half a Century of Technological LeadershipNasdaq Composite · Century
- 2Nasdaq Market Cycles: Momentum and Regime TransitionsNasdaq · Log YoY
- 31-Week / 1-Month / YTD / 1-Year Return RankingsNasdaq 100 · Constituent Return Ranking
- 4Higher Volatility and Even Heavier TailsNasdaq 100 · Daily Distribution vs. Normal Curve
- 5Nasdaq 100 Compounding: Magnified Impact of Tail DaysNasdaq 100 · Multiplicative Contribution by Extremes
- 6Nasdaq 100 · Forward PE — Twenty-Five YearsNasdaq 100 · Forward PE (Consensus)
- 7Nasdaq 100 · Rerating × RevisionNasdaq 100 · Return Decomposition (Forward)
- 8QQQ Annual ReturnsQQQ · Annual Returns
- 9Nasdaq 100 Annual Return DistributionNasdaq 100 · Return Distribution
- 10Nasdaq 100 · Pick Entry, Pick ExitNasdaq 100 · Annualized Matrix
- 11Nasdaq 100 · Five-Year Rolling AnnualizedNasdaq 100 · 5Y Rolling
- 12QQQ Total Return · Price / Dividend / BuybackQQQ · Return Decomposition
- 13Nasdaq 100 · Fifty-Nine Historical DrawdownsNasdaq 100 · Historical Drawdowns
- 14Nasdaq 100 · Deepest Intrayear Drop vs Year-End OutcomeNasdaq 100 · Intrayear Drawdown
- 15Nasdaq 100 · 20/60-Day Annualized VolatilityNasdaq 100 · Realized Volatility
- 16VXN · The Nasdaq 100 Volatility IndexVXN · Nasdaq 100 Fear Index
- 17Nasdaq 100 Breadth — Who Stands Above the Moving AveragesBreadth · Nasdaq 100
- 18Nasdaq 100 Monthly Return HeatmapNasdaq 100 · Monthly Heatmap
- 19Top Holdings & Cumulative WeightNasdaq 100 · Top Holdings
- 20Market Cap · 1-Year Return · QQQ WeightNasdaq 100 · Constituents
- 21Nasdaq 100 · Constituents and Weight DistributionNasdaq 100 · Constituents
- 22Adds and Drops on the Nasdaq 100Nasdaq 100 · Constituent Changes
§ III Semiconductors 12 plates
- 1Philadelphia Semiconductor Index: Thirty-Year History and DrawdownsPHLX SOX · 1994 to present
- 2Semiconductor Historical Annual ReturnsPHLX SOX · Annual Return
- 3Thirty-Year Semiconductor Annual Return DistributionPHLX SOX · Return Distribution
- 4Semiconductor Maximum Intra-Year Drawdown vs. Full-Year ReturnPHLX SOX · Intrayear DD vs Full Year
- 5PHLX Semiconductor Index Constituent Breakdown by Sub-IndustryPHLX SOX · 30 components
- 6SMH ETF Holdings and Weight DistributionSMH · VanEck Semiconductor
- 7The Memory Cycle: Global Oligopoly and HBM LeadershipMemory · DRAM / NAND / HBM
- 8Relative Strength: Semiconductors vs. S&P 500 and TechSOX / SPX · SOX / XLK · XLK / SPX
- 9Memory and AI Leader Valuations vs. 1999 Dot-Com PeakMemory Cohort · TTM PE vs 1999
- 10PHLX Semiconductor Forward P/E: The Post-2011 Modern CycleSOX · Consensus Forward PE
- 11SOXX ETF Architecture: Portfolio Rules and ExposureSOXX · iShares Semiconductor ETF
- 12SOXX vs. SMH: Divergent Concentration Profiles in Semiconductor ETFsSOXX vs SMH · metadata, overlap, ten-year return
§ IV Information Technology 7 plates
- 1Technology Select Sector (XLK): Twenty-Seven Year Historical ArcXLK · 1998 to present
- 2Technology Sector Historical Calendar-Year ReturnsXLK · Annual Return
- 3Twenty-Seven Years of Technology Sector ReturnsXLK · Return Distribution
- 4Technology Sector Maximum Intra-Year Drop vs. Full-Year ReturnXLK · Intrayear DD vs Full Year
- 5XLK Top Holdings and Cumulative Portfolio ConcentrationXLK · Top Holdings & Cumulative Weight
- 6September 2018 GICS Reclassification: The Communication Services ShiftGICS · 2018-09-24 Reshuffle
- 7Information Technology Forward P/E Multiple Since 1998S5INFT · Consensus Forward PE
§ V Financials 9 plates
- 1Financial Sector Thirty-Year Forward P/E RatioS5FINL · Consensus Forward PE
- 2Financial Select Sector (XLF): Twenty-Seven Year Historical TrajectoryXLF · 1998 to present
- 3Financial Sector Historical Calendar-Year ReturnsXLF · Annual Return
- 4Twenty-Seven Years of Financial Sector Return DistributionXLF · Return Distribution
- 5Financial Sector Maximum Intra-Year Drawdown vs. Full-Year ReturnXLF · Intrayear DD vs Full Year
- 6The 2008 Financial Crisis: Industry Restructuring and ConsolidationFinancials · 2008 Anatomy
- 7The Yield Curve Spread (2s10s) and Bank Sector TransmissionFRED 2y-10y · XLF
- 8March 2023 GICS Reclassification: Payment Networks Enter FinancialsGICS · 2023-03-17 Reshuffle
- 9XLF Core Holdings and Weight DistributionXLF · Top Holdings
§ VI Consumer 16 plates
- 1Consumer Discretionary and Consumer Staples: What the Two Sectors Actually ContainGICS 25 · GICS 30
- 2Consumer Discretionary Select Sector (XLY): Trajectory Since December 1998XLY · 1998 to present
- 3Consumer Staples Select Sector (XLP): Trajectory Since December 1998XLP · 1998 to present
- 4The XLY/XLP Ratio: Discretionary Over Staples as a Risk-Appetite GaugeXLY ÷ XLP · Daily
- 5Consumer Discretionary Calendar-Year Returns vs. the S&P 500XLY · Annual Return
- 6Consumer Staples Calendar-Year Returns vs. the S&P 500XLP · Annual Return
- 7Distribution of Consumer Discretionary Annual Total ReturnsXLY · Return Distribution
- 8Distribution of Consumer Staples Annual Total ReturnsXLP · Return Distribution
- 9Twelve Consumer Companies Indexed to 100 on the Day the Sector ETFs Listed12 companies · Since 1998-12-22
- 10The Retail Extinctions: Five Former S&P 500 Members That Went Bankrupt, Five That GrewRetail · Bankruptcies and Survivors
- 11Consumer Discretionary Maximum Intra-Year Drawdown vs. Full-Year ReturnXLY · Intrayear DD vs Full Year
- 12Consumer Staples Maximum Intra-Year Drawdown vs. Full-Year ReturnXLP · Intrayear DD vs Full Year
- 13March 2023 GICS Reclassification: Target, Dollar General and Dollar Tree Move to StaplesGICS · 2023-03-17 Reshuffle
- 14XLY and XLP Top Holdings Side by Side: Two Very Different ConcentrationsXLY · XLP · Top Holdings
- 15Consumer Discretionary Forward P/E Multiple (S5COND)S5COND · Consensus Forward PE
- 16Consumer Staples Forward P/E Multiple (S5CONS)S5CONS · Consensus Forward PE
§ VII Magnificent 7 7 plates
- 1Magnificent 7 Equal-Weight Performance and Member DispersionM7 · Equal Weight Index
- 2Seven Companies, One Third of the Market: S&P 500 Market Cap ShareM7 · Share of S&P 500 Market Cap
- 3Magnificent 7 Individual Peak-to-Trough Drawdown TrajectoriesM7 · Per-member Drawdown
- 4Magnificent 7 Correlation: Independent Alpha or a Unified Macro Trade?M7 · 60-Day Rolling Correlation
- 5AI Leaders vs. 1999 Peak: Valuation Multiples in Historical ContextAI Leaders · TTM PE vs Dotcom Peak
- 6Market Leadership Lineage: From the Nifty Fifty to the Magnificent 7M7 · Historical Lineage
- 7Cash Flow Divergence: AI Infrastructure Capex vs. Shareholder ReturnsM7 · Hyperscaler CapEx
§ VIII Top 10 Dynasties 8 plates
- 1A Century of Market Leadership: The Top 10 by Market Cap Across Ten DecadesTOP 10 · DECADE × RANK
- 2Long-Tenured Titans: Market Leaders Across Three or More DecadesTOP 10 · TRAJECTORY + DOSSIERS
- 3The Pinnacle of Value: History's #1 Companies and Tenure DurationTOP 10 · #1 TALLY
- 4Displaced Industries: Sectors That Departed the Top 10 (1920s–2020s)TOP 10 · SECTOR × LAST DECADE
- 5Corporate Co-Tenure: How Long Market Leaders Shared the Top 10TOP 10 · CO-OCCURRENCE + PAIRS
- 6Life After the Summit: Six Historical Pathways of Former Top 10 GiantsTOP 10 · SIX PATHWAYS
- 7Peak Weight in the Market: Historical Champions on a Common BenchmarkTOP 10 · MARKET CAP ÷ INDEX
- 8Valuation at the Peak: Historical P/E Multiples on a Logarithmic ScaleTOP 10 · TRAILING P/E · LOG
§ IX Other Charts 13 plates
- 1Top 10 Market Capitalization Share of Total U.S. Equity (1950–Present)COUNTERPOINT · 1950—NOW
- 2The Performance Drag of Owning #1: A Historical ReversalCOUNTERPOINT · THE #1 STOCK
- 3Twenty-Six Years of Large-Cap Dominance: Russell 1000 vs. Russell 2000IWB vs IWM · 2000—NOW
- 4Drawdown Base Rates and Recovery Probabilities (1985–Present)COUNTERPOINT · 1985—NOW
- 5Post-Trough Forward Returns: Intermediate Rebound vs. Full RecoveryCOUNTERPOINT · FORWARD TSR
- 6Temporal Clustering: Dispersed Cycle Peaks and Concentrated TroughsCOUNTERPOINT · PEAKS & TROUGHS
- 7Sixty Months Off the Bottom: Post-Drawdown Recovery TrajectoriesCOUNTERPOINT · 60 MONTHS
- 8Two Divergent Paths from the Same Crash: Nvidia and IntelNVDA vs INTC · CASE STUDY
- 9Total U.S. Equity Issuance and Retirement: The Net Capital Return EraCOUNTERPOINT · 2000—2023
- 10Stock-Based Compensation as a Share of Revenue Across Size DecilesCOUNTERPOINT · BY SIZE DECILE
- 11The SBC × Buyback Matrix: Return Dynamics Across Capital Discipline QuadrantsCOUNTERPOINT · SBC × BUYBACKS
- 12Lifetime Stock Returns: Positive Arithmetic Mean vs. Negative MedianBESSEMBINDER 2026 · 1926—2025
- 13Decade Buy-and-Hold Returns: The Secular Decline in Median OutcomesBESSEMBINDER 2026 · 1926—2025