+17.9%
PRTH vs SPY
+71.5%
-53.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -2.8% |
| 7D | -0.1% | +0.1% | -0.2% | -0.6% |
| 30D | +1.2% | -3.3% | +4.5% | +5.2% |
| 3M | +46.6% | -2.4% | +49.0% | +51.0% |
| 6M | +40.6% | +2.6% | +38.0% | +35.7% |
| YTD | +45.0% | +11.2% | +33.7% | +26.2% |
| 1Y | +62.2% | +13.4% | +48.8% | +38.3% |
| 3Y | +153.2% | +79.9% | +73.3% | +34.8% |
| 5Y | +17.9% | +72.2% | -54.3% | -34.4% |
| All | +17.9% | +71.5% | -53.6% | -34.4% |
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 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