+103.4%
PALU vs SPY
+35.2%
+68.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.6% |
| 7D | +4.7% | +2.6% | +2.1% | -1.1% |
| 30D | -29.4% | -2.0% | -27.4% | -24.2% |
| 3M | -41.9% | -2.8% | -39.1% | -36.4% |
| 6M | +60.2% | +2.1% | +58.1% | +59.9% |
| YTD | +118.8% | +11.5% | +107.3% | +80.9% |
| 1Y | +72.4% | +13.5% | +58.9% | +37.6% |
| All | +103.4% | +35.2% | +68.2% | +14.3% |
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