-33.3%
PLTD vs SPY
+20.8%
-54.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +3.9% |
| 7D | +5.9% | +0.1% | +5.8% | +6.4% |
| 30D | -11.6% | +0.1% | -11.7% | -11.1% |
| 3M | -29.9% | +2.0% | -31.9% | -26.2% |
| 6M | -28.5% | +13.0% | -41.5% | -9.3% |
| YTD | -20.4% | +13.5% | -33.9% | +3.3% |
| 1Y | -33.3% | +20.0% | -53.2% | -5.2% |
| All | -33.3% | +20.8% | -54.1% | -5.2% |
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