-87.4%
PLTZ vs SPY
+27.8%
-115.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +2.4% | -13.4% | -1.8% |
| 7D | +6.6% | +0.1% | +6.5% | +9.6% |
| 30D | +39.2% | -3.3% | +42.5% | +27.7% |
| 3M | -14.7% | -2.4% | -12.3% | -17.9% |
| 6M | -70.9% | +2.6% | -73.5% | -63.3% |
| YTD | -64.7% | +11.2% | -76.0% | -38.8% |
| 1Y | -68.1% | +13.4% | -81.5% | -37.2% |
| All | -87.4% | +27.8% | -115.3% | -68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling