+154.4%
PI price history and return analytics
+75.0%
+79.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +1.5% | +0.4% | +1.0% | +0.5% |
| 30D | +5.6% | +1.0% | +4.6% | +3.6% |
| 3M | +26.7% | +2.4% | +24.3% | +22.1% |
| 6M | +53.1% | +12.0% | +41.1% | +23.5% |
| YTD | -0.8% | +15.3% | -16.2% | -26.2% |
| 1Y | -8.3% | +22.6% | -30.9% | -39.8% |
| All | +154.4% | +75.0% | +79.4% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling