-61.3%
PLTZ vs SPY
+12.3%
-73.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +2.4% | -13.4% | -2.1% |
| 7D | +6.6% | +0.1% | +6.5% | +9.5% |
| 30D | +39.2% | -3.3% | +42.5% | +28.1% |
| 3M | -14.7% | -2.4% | -12.3% | -17.7% |
| 6M | -70.9% | +2.6% | -73.5% | -63.9% |
| YTD | -64.7% | +11.2% | -76.0% | -40.8% |
| All | -61.3% | +12.3% | -73.7% | -30.6% |
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