-62.8%
PONY vs SPY
+28.5%
-91.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.5% |
| 7D | -6.1% | +2.6% | -8.7% | -11.2% |
| 30D | -13.7% | -2.0% | -11.8% | -9.8% |
| 3M | -46.5% | -2.8% | -43.7% | -42.8% |
| 6M | -50.6% | +2.1% | -52.7% | -52.4% |
| YTD | -69.2% | +11.5% | -80.7% | -75.2% |
| 1Y | -65.1% | +13.5% | -78.5% | -72.7% |
| All | -62.8% | +28.5% | -91.4% | -80.2% |
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