-37.8%
PTON vs SPY
+19.4%
-57.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -5.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.7% |
| 30D | -11.3% | -0.9% | -10.3% | -9.9% |
| 3M | -11.0% | +3.9% | -14.8% | -16.0% |
| 6M | +31.6% | +14.5% | +17.1% | +5.4% |
| YTD | -18.2% | +12.9% | -31.1% | -31.3% |
| 1Y | -37.8% | +19.4% | -57.1% | -51.7% |
| All | -37.8% | +19.4% | -57.2% | -51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling