+860.3%
PI price history and return analytics
+233.3%
+627.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +1.5% | +0.4% | +1.0% | +0.7% |
| 30D | +5.6% | +1.0% | +4.6% | +4.0% |
| 3M | +26.7% | +2.4% | +24.3% | +23.2% |
| 6M | +53.1% | +12.0% | +41.1% | +28.8% |
| YTD | -0.8% | +15.3% | -16.2% | -21.8% |
| 1Y | -8.3% | +22.6% | -30.9% | -34.4% |
| 3Y | +153.0% | +74.7% | +78.3% | +4.5% |
| 5Y | +196.5% | +66.1% | +130.4% | +41.1% |
| 10Y | +428.2% | +225.0% | +203.2% | -17.8% |
| All | +860.3% | +233.3% | +627.0% | +44.8% |
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