+412.2%
PAM price history and return analytics
+419.5%
-7.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +2.6% |
| 7D | -14.7% | -4.2% | -10.5% | -11.4% |
| 30D | -21.4% | -5.8% | -15.6% | -17.1% |
| 3M | -23.6% | -5.2% | -18.3% | -20.0% |
| 6M | -18.7% | +0.1% | -18.8% | -19.3% |
| YTD | -27.6% | +8.2% | -35.8% | -33.7% |
| 1Y | -26.7% | +10.1% | -36.8% | -33.9% |
| 3Y | +67.1% | +69.7% | -2.6% | +2.0% |
| 5Y | +254.0% | +53.4% | +200.6% | +135.5% |
| 10Y | +91.0% | +219.2% | -128.2% | -30.1% |
| All | +412.2% | +419.5% | -7.3% | +41.9% |
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