-85.9%
PLTZ vs SPY
+24.9%
-110.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.3% | -7.6% | -6.1% |
| 7D | +27.0% | -2.7% | +29.7% | +16.3% |
| 30D | +33.2% | -5.4% | +38.6% | +11.7% |
| 3M | -23.6% | -4.1% | -19.5% | -31.4% |
| 6M | -69.2% | +0.7% | -69.9% | -64.2% |
| YTD | -60.4% | +8.7% | -69.1% | -37.7% |
| 1Y | -65.5% | +10.9% | -76.3% | -38.0% |
| All | -85.9% | +24.9% | -110.8% | -68.0% |
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