+42.2%
PLTW vs SPY
+27.7%
+14.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.4% |
| 7D | -6.0% | +0.5% | -6.6% | -7.1% |
| 30D | -1.2% | -0.9% | -0.2% | +1.4% |
| 3M | +27.4% | +3.9% | +23.5% | +18.3% |
| 6M | +4.5% | +14.5% | -10.0% | -22.4% |
| YTD | -10.8% | +12.9% | -23.8% | -31.5% |
| 1Y | +1.4% | +19.4% | -17.9% | -30.0% |
| All | +42.2% | +27.7% | +14.5% | +7.6% |
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 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