-16.0%
PETZ vs SPY
+79.4%
-95.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.5% |
| 7D | -11.3% | -0.9% | -10.4% | -11.0% |
| 30D | -9.8% | -2.4% | -7.5% | -9.1% |
| 3M | -28.6% | -1.2% | -27.4% | -28.3% |
| 6M | +12.2% | +3.3% | +9.0% | +10.7% |
| YTD | +20.9% | +12.3% | +8.6% | +15.2% |
| 1Y | +6.8% | +12.4% | -5.7% | +1.7% |
| All | -16.0% | +79.4% | -95.4% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling