-73.1%
PLU vs SPY
+11.9%
-85.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -1.6% |
| 7D | -19.8% | +0.1% | -19.9% | -20.9% |
| 30D | -38.3% | +0.1% | -38.4% | -38.7% |
| 3M | -88.2% | +2.0% | -90.2% | -88.0% |
| 6M | -76.0% | +13.0% | -89.0% | -79.3% |
| All | -73.1% | +11.9% | -85.0% | -77.0% |
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