+65.1%
PABU price history and return analytics
+71.3%
-6.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +0.1% |
| 7D | -1.1% | -0.7% | -0.4% | -0.3% |
| 30D | -4.0% | -1.7% | -2.2% | -2.1% |
| 3M | -1.4% | -2.3% | +0.9% | +1.2% |
| 6M | +2.0% | +1.5% | +0.4% | +0.3% |
| YTD | +6.6% | +12.0% | -5.4% | -6.0% |
| 1Y | +5.9% | +12.9% | -6.9% | -7.4% |
| 3Y | +64.8% | +74.9% | -10.2% | -11.2% |
| All | +65.1% | +71.3% | -6.2% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling