-76.7%
PLTZ vs SPY
+20.8%
-97.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +7.3% |
| 7D | +9.7% | +0.1% | +9.6% | +11.0% |
| 30D | -25.5% | +0.1% | -25.6% | -23.9% |
| 3M | -64.3% | +2.0% | -66.3% | -57.6% |
| 6M | -67.2% | +13.0% | -80.2% | -43.1% |
| YTD | -62.5% | +13.5% | -76.1% | -31.8% |
| 1Y | -76.7% | +20.0% | -96.7% | -47.6% |
| All | -76.7% | +20.8% | -97.5% | -47.6% |
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