-99.5%
PLRZ vs SPY
+33.1%
-132.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.6% |
| 7D | 0.0% | +2.6% | -2.5% | -0.7% |
| 30D | +6.1% | -2.0% | +8.1% | +6.6% |
| 3M | +2.8% | -2.8% | +5.6% | +3.5% |
| 6M | -27.2% | +2.1% | -29.3% | -28.4% |
| YTD | +30.2% | +11.5% | +18.7% | +23.4% |
| 1Y | +139.2% | +13.5% | +125.7% | +125.4% |
| All | -99.5% | +33.1% | -132.6% | -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 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