-99.1%
PETZ vs SPY
+236.7%
-335.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.2% | -0.1% |
| 7D | -2.4% | -4.7% | +2.3% | +0.9% |
| 30D | -7.7% | -5.9% | -1.8% | -3.7% |
| 3M | 0.0% | -4.5% | +4.5% | +3.2% |
| 6M | +25.0% | +1.8% | +23.2% | +22.9% |
| YTD | +31.9% | +8.3% | +23.5% | +23.6% |
| 1Y | +14.3% | +9.3% | +4.9% | +6.2% |
| 3Y | -8.4% | +74.9% | -83.2% | -41.8% |
| 5Y | -98.5% | +67.3% | -165.7% | -99.0% |
| All | -99.1% | +236.7% | -335.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling