-88.0%
PTN vs SPY
+75.5%
-163.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | -8.1% | -2.0% | -6.1% | -7.6% |
| 30D | +62.2% | -1.7% | +63.9% | +62.9% |
| 3M | -11.9% | +4.7% | -16.6% | -13.3% |
| 6M | -46.5% | +12.5% | -59.0% | -48.4% |
| YTD | -21.8% | +11.7% | -33.6% | -24.5% |
| 1Y | +37.4% | +17.5% | +19.9% | +29.2% |
| All | -88.0% | +75.5% | -163.5% | -91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling