-99.5%
PLRZ vs SPY
+29.3%
-128.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.4% | +8.6% | +5.5% |
| 7D | +28.7% | -4.7% | +33.5% | +30.3% |
| 30D | +19.9% | -5.9% | +25.8% | +21.9% |
| 3M | +3.0% | -4.5% | +7.6% | +4.2% |
| 6M | -18.0% | +1.8% | -19.8% | -19.5% |
| YTD | +36.5% | +8.3% | +28.2% | +30.5% |
| 1Y | +99.6% | +9.3% | +90.2% | +90.1% |
| All | -99.5% | +29.3% | -128.8% | -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 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