+606.3%
PLMR price history and return analytics
+145.7%
+460.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.3% |
| 7D | -2.1% | -1.1% | -1.0% | -1.0% |
| 30D | +5.2% | -1.0% | +6.1% | +6.1% |
| 3M | +16.5% | +3.2% | +13.3% | +11.8% |
| 6M | +11.9% | +12.5% | -0.6% | -3.0% |
| YTD | -0.5% | +14.1% | -14.5% | -15.5% |
| 1Y | +12.8% | +18.9% | -6.1% | -8.7% |
| 3Y | +159.4% | +74.1% | +85.3% | +35.7% |
| 5Y | +50.0% | +66.9% | -16.8% | -16.9% |
| All | +606.3% | +145.7% | +460.6% | +142.8% |
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