-86.7%
PLTZ vs SPY
+30.5%
-117.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +7.3% |
| 7D | +9.7% | +0.1% | +9.6% | +10.9% |
| 30D | -25.5% | +0.1% | -25.6% | -23.9% |
| 3M | -64.3% | +2.0% | -66.3% | -57.7% |
| 6M | -67.2% | +13.0% | -80.2% | -43.4% |
| YTD | -62.5% | +13.5% | -76.1% | -32.5% |
| 1Y | -76.7% | +20.0% | -96.7% | -46.5% |
| All | -86.7% | +30.5% | -117.1% | -65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling