+573.9%
PEBK price history and return analytics
+371.8%
+202.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | +0.6% | +1.0% | -0.4% | +0.2% |
| 30D | +1.0% | -0.2% | +1.2% | +1.0% |
| 3M | +0.2% | +4.5% | -4.4% | -1.7% |
| 6M | +16.6% | +14.1% | +2.6% | +10.6% |
| YTD | +21.9% | +14.8% | +7.1% | +15.3% |
| 1Y | +40.6% | +21.2% | +19.4% | +30.2% |
| 3Y | +113.7% | +76.6% | +37.1% | +72.6% |
| 5Y | +81.3% | +66.6% | +14.7% | +48.2% |
| 10Y | +198.3% | +222.3% | -24.0% | +105.2% |
| All | +573.9% | +371.8% | +202.1% | +429.6% |
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