+104.3%
PALU vs SPY
+18.1%
+86.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.4% | -6.8% |
| 7D | -1.5% | -0.8% | -0.8% | +0.3% |
| 30D | -30.3% | -1.1% | -29.2% | -28.1% |
| 3M | +26.4% | +3.9% | +22.5% | +16.7% |
| 6M | +230.1% | +13.6% | +216.5% | +153.9% |
| YTD | +151.2% | +12.7% | +138.5% | +96.9% |
| 1Y | +104.3% | +17.5% | +86.8% | +35.2% |
| All | +104.3% | +18.1% | +86.2% | +35.2% |
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