-99.5%
PLRZ vs SPY
+29.7%
-129.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.8% |
| 7D | +2.7% | -2.7% | +5.4% | +3.4% |
| 30D | +20.7% | -5.4% | +26.1% | +22.6% |
| 3M | -3.9% | -4.1% | +0.2% | -2.9% |
| 6M | -23.0% | +0.7% | -23.7% | -24.0% |
| YTD | +30.1% | +8.7% | +21.4% | +24.3% |
| 1Y | +101.0% | +10.9% | +90.1% | +90.9% |
| All | -99.5% | +29.7% | -129.3% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling