-20.0%
PTON vs SPY
+12.3%
-32.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +3.1% |
| 7D | +12.3% | +0.1% | +12.2% | +11.1% |
| 30D | +16.2% | -3.3% | +19.5% | +21.0% |
| 3M | +4.8% | -2.4% | +7.2% | +7.6% |
| 6M | +4.6% | +2.6% | +2.0% | 0.0% |
| YTD | -3.4% | +11.2% | -14.6% | -16.8% |
| All | -20.0% | +12.3% | -32.4% | -31.5% |
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