-76.1%
PLTD vs SPY
+24.0%
-100.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -2.6% |
| 7D | +13.7% | -2.7% | +16.5% | +8.4% |
| 30D | +18.4% | -5.4% | +23.8% | +7.4% |
| 3M | -7.5% | -4.1% | -3.4% | -13.4% |
| 6M | -31.3% | +0.7% | -32.0% | -28.3% |
| YTD | -15.4% | +8.7% | -24.1% | +3.3% |
| 1Y | -18.4% | +10.9% | -29.3% | +5.0% |
| All | -76.1% | +24.0% | -100.1% | -61.1% |
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