-74.1%
PLU vs SPY
+11.2%
-85.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -0.9% |
| 7D | -16.8% | +0.5% | -17.3% | -19.7% |
| 30D | -48.0% | -0.9% | -47.0% | -45.8% |
| 3M | -76.7% | +3.9% | -80.6% | -80.2% |
| 6M | -75.3% | +14.5% | -89.8% | -79.5% |
| All | -74.1% | +11.2% | -85.3% | -77.3% |
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