+411.3%
PBHC price history and return analytics
+346.0%
+65.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.7% | -2.3% | +0.6% | -1.4% |
| 30D | -0.5% | -5.0% | +4.4% | +0.1% |
| 3M | +1.7% | -4.9% | +6.6% | +2.3% |
| 6M | +20.7% | -1.5% | +22.3% | +20.8% |
| YTD | +21.6% | +8.5% | +13.1% | +20.1% |
| 1Y | +13.6% | +11.4% | +2.3% | +11.8% |
| 3Y | +36.2% | +70.1% | -33.9% | +26.6% |
| 5Y | +11.0% | +53.7% | -42.7% | +4.2% |
| 10Y | +68.8% | +220.0% | -151.1% | +41.8% |
| All | +411.3% | +346.0% | +65.3% | +340.1% |
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