+18.5%
PBI price history and return analytics
+357.8%
-339.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | -0.1% | +2.9% | -3.0% | -3.1% |
| 30D | -8.0% | -2.5% | -5.5% | -5.7% |
| 3M | -5.8% | -3.3% | -2.5% | -2.7% |
| 6M | +3.4% | +1.5% | +1.9% | +1.0% |
| YTD | +51.0% | +11.4% | +39.7% | +33.2% |
| 1Y | +70.7% | +11.9% | +58.8% | +49.7% |
| 3Y | +328.7% | +73.9% | +254.8% | +140.3% |
| 5Y | +137.9% | +57.9% | +80.0% | +51.0% |
| 10Y | +64.0% | +222.6% | -158.6% | -41.3% |
| All | +18.5% | +357.8% | -339.3% | -69.3% |
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