-19.3%
PLTD vs SPY
+11.8%
-31.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | -0.3% |
| 7D | -9.8% | +3.3% | -13.0% | -3.8% |
| 30D | +18.9% | -2.7% | +21.6% | +14.5% |
| 3M | -4.2% | -1.7% | -2.5% | -5.8% |
| 6M | -34.8% | +3.1% | -37.9% | -29.8% |
| YTD | -21.1% | +11.9% | -33.0% | -1.5% |
| 1Y | -19.3% | +12.0% | -31.2% | +2.6% |
| All | -19.3% | +11.8% | -31.0% | +2.6% |
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