-1.4%
PLTG vs SPY
+36.7%
-38.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.1% | +6.2% |
| 7D | -25.3% | -2.7% | -22.6% | -15.9% |
| 30D | -35.2% | -5.4% | -29.8% | -17.3% |
| 3M | -5.5% | -4.1% | -1.4% | +15.6% |
| 6M | +9.2% | +0.7% | +8.5% | +15.3% |
| YTD | -47.2% | +8.7% | -55.8% | -57.7% |
| 1Y | -48.9% | +10.9% | -59.8% | -61.1% |
| All | -1.4% | +36.7% | -38.2% | -61.2% |
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 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