-46.1%
POLA vs SPY
+19.4%
-65.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.0% |
| 7D | -7.1% | +0.5% | -7.7% | -7.8% |
| 30D | -27.0% | -0.9% | -26.0% | -26.0% |
| 3M | -28.2% | +3.9% | -32.1% | -31.2% |
| 6M | -9.7% | +14.5% | -24.2% | -17.3% |
| YTD | -22.2% | +12.9% | -35.1% | -28.8% |
| 1Y | -46.1% | +19.4% | -65.4% | -60.3% |
| All | -46.1% | +19.4% | -65.5% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling