+143.9%
PNTG vs SPY
+182.0%
-38.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -1.4% |
| 7D | -16.4% | -0.9% | -15.5% | -15.4% |
| 30D | -9.2% | -2.4% | -6.8% | -6.4% |
| 3M | -3.6% | -1.2% | -2.4% | -2.5% |
| 6M | +7.8% | +3.3% | +4.5% | +2.6% |
| YTD | +30.7% | +12.3% | +18.4% | +11.6% |
| 1Y | +45.7% | +12.4% | +33.2% | +24.0% |
| 3Y | +197.0% | +78.8% | +118.2% | +33.2% |
| 5Y | +38.9% | +75.2% | -36.3% | -35.1% |
| All | +143.9% | +182.0% | -38.2% | -22.9% |
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