+90.7%
PLBC vs SPY
+67.4%
+23.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -0.4% | -2.7% | +2.3% | +0.8% |
| 30D | +2.3% | -5.4% | +7.7% | +4.9% |
| 3M | +2.2% | -4.1% | +6.3% | +4.1% |
| 6M | +22.1% | +0.7% | +21.4% | +21.3% |
| YTD | +43.1% | +8.7% | +34.4% | +36.8% |
| 1Y | +54.7% | +10.9% | +43.8% | +46.5% |
| 3Y | +98.3% | +75.0% | +23.3% | +54.8% |
| All | +90.7% | +67.4% | +23.3% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling