+137.2%
PALU vs SPY
+37.7%
+99.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.6% |
| 7D | -21.0% | +0.1% | -21.1% | -21.3% |
| 30D | -19.9% | +0.1% | -19.9% | -19.6% |
| 3M | +27.9% | +2.0% | +25.9% | +24.3% |
| 6M | +260.7% | +13.0% | +247.7% | +181.8% |
| YTD | +155.1% | +13.5% | +141.6% | +97.8% |
| 1Y | +120.0% | +20.0% | +100.0% | +52.4% |
| All | +137.2% | +37.7% | +99.5% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling