-89.2%
PONX vs SPY
+19.3%
-108.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.2% | -1.4% |
| 7D | +4.2% | +0.5% | +3.7% | +0.8% |
| 30D | -25.6% | -0.9% | -24.6% | -20.5% |
| 3M | -43.7% | +3.9% | -47.6% | -56.3% |
| 6M | -76.0% | +14.5% | -90.6% | -89.9% |
| YTD | -84.3% | +12.9% | -97.2% | -92.6% |
| All | -89.2% | +19.3% | -108.6% | -96.4% |
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