+140.4%
PALU vs SPY
+36.3%
+104.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | +0.3% |
| 7D | +3.9% | -0.4% | +4.2% | +4.7% |
| 30D | -27.6% | -1.4% | -26.2% | -24.9% |
| 3M | +49.6% | +3.7% | +45.9% | +40.1% |
| 6M | +238.8% | +13.0% | +225.8% | +165.6% |
| YTD | +158.6% | +12.4% | +146.2% | +105.3% |
| 1Y | +111.9% | +18.5% | +93.3% | +51.0% |
| All | +140.4% | +36.3% | +104.1% | +29.7% |
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 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