-35.9%
PLTA vs SPY
+17.9%
-53.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +1.0% |
| 7D | -0.6% | -0.4% | -0.2% | +1.6% |
| 30D | -9.1% | -1.4% | -7.7% | -3.1% |
| 3M | +40.7% | +3.7% | +37.0% | +28.2% |
| 6M | -10.3% | +13.0% | -23.3% | -40.5% |
| YTD | -36.6% | +12.4% | -49.0% | -57.0% |
| All | -35.9% | +17.9% | -53.8% | -58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling