-54.3%
PMCB price history and return analytics
+12.5%
-66.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | +18.2% | -0.1% | +18.4% | +18.5% |
| 30D | -0.6% | -3.1% | +2.5% | +4.4% |
| 3M | -26.4% | -3.5% | -22.9% | -21.8% |
| 6M | -46.8% | +0.5% | -47.3% | -46.2% |
| YTD | -44.5% | +10.8% | -55.2% | -53.8% |
| 1Y | -54.3% | +11.9% | -66.2% | -64.0% |
| All | -54.3% | +12.5% | -66.8% | -64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling