+151.8%
PNTG vs SPY
+185.2%
-33.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | -2.1% | +0.1% | -2.1% | -2.2% |
| 3M | +26.2% | +2.0% | +24.2% | +22.2% |
| 6M | +13.3% | +13.0% | +0.3% | -3.6% |
| YTD | +35.0% | +13.5% | +21.4% | +13.9% |
| 1Y | +57.8% | +20.0% | +37.8% | +23.8% |
| 3Y | +215.6% | +77.2% | +138.4% | +44.0% |
| 5Y | +19.6% | +81.9% | -62.3% | -47.0% |
| All | +151.8% | +185.2% | -33.4% | -21.3% |
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