+144.8%
PALU vs SPY
+35.5%
+109.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.2% |
| 7D | +3.9% | -2.0% | +5.8% | +8.8% |
| 30D | -25.4% | -1.7% | -23.8% | -22.2% |
| 3M | +49.3% | +4.7% | +44.6% | +37.2% |
| 6M | +243.5% | +12.5% | +231.0% | +172.1% |
| YTD | +163.3% | +11.7% | +151.5% | +111.9% |
| 1Y | +116.6% | +17.5% | +99.2% | +57.5% |
| All | +144.8% | +35.5% | +109.3% | +33.9% |
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