-99.1%
PETZ vs SPY
+74.6%
-173.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.2% |
| 7D | -11.3% | -0.9% | -10.4% | -10.7% |
| 30D | -9.8% | -2.4% | -7.5% | -8.1% |
| 3M | -28.6% | -1.2% | -27.4% | -28.0% |
| 6M | +12.2% | +3.3% | +9.0% | +8.2% |
| YTD | +20.9% | +12.3% | +8.6% | +7.4% |
| 1Y | +6.8% | +12.4% | -5.7% | -5.4% |
| 3Y | -19.1% | +78.8% | -97.9% | -59.9% |
| 5Y | -99.1% | +75.2% | -174.3% | -99.6% |
| All | -99.1% | +74.6% | -173.7% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling