+119.2%
PALU price history and return analytics
+36.4%
+82.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +1.9% |
| 7D | -9.5% | -0.7% | -8.8% | -6.4% |
| 30D | -34.6% | -1.7% | -32.8% | -30.4% |
| 3M | -33.2% | -2.3% | -30.9% | -28.5% |
| 6M | +95.5% | +1.5% | +93.9% | +95.3% |
| YTD | +135.7% | +12.0% | +123.7% | +85.1% |
| 1Y | +62.9% | +12.9% | +50.1% | +26.0% |
| All | +119.2% | +36.4% | +82.8% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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