-88.7%
PLU vs SPY
+11.6%
-100.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | +1.7% | -14.8% | -21.2% |
| 7D | -24.6% | -0.7% | -23.9% | -22.2% |
| 30D | -51.4% | -1.0% | -50.4% | -47.8% |
| 3M | -75.3% | -0.3% | -75.0% | -74.1% |
| 6M | -94.2% | +7.3% | -101.5% | -94.5% |
| All | -88.7% | +11.6% | -100.3% | -89.9% |
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 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