-94.8%
POAS vs SPY
+12.5%
-107.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +234.1% | -0.4% | +234.4% | +234.0% |
| 7D | +306.8% | +3.3% | +303.5% | +304.8% |
| 30D | +32.0% | -2.7% | +34.7% | +32.5% |
| 3M | +10.9% | -1.7% | +12.6% | +11.1% |
| 6M | -91.5% | +3.1% | -94.5% | -91.4% |
| YTD | -94.1% | +11.9% | -106.0% | -94.6% |
| All | -94.8% | +12.5% | -107.2% | -95.3% |
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 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