+68.0%
PTIN vs SPY
+194.1%
-126.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.9% |
| 7D | -1.3% | -0.8% | -0.6% | -1.0% |
| 30D | -1.1% | -1.1% | 0.0% | -0.7% |
| 3M | +2.5% | +3.9% | -1.3% | +1.0% |
| 6M | +12.2% | +13.6% | -1.4% | +7.0% |
| YTD | +19.3% | +12.7% | +6.6% | +14.1% |
| 1Y | +26.6% | +17.5% | +9.1% | +19.3% |
| 3Y | +50.3% | +76.9% | -26.6% | +24.0% |
| 5Y | +40.5% | +83.6% | -43.1% | +14.4% |
| All | +68.0% | +194.1% | -126.0% | +27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling