-55.5%
PMCB price history and return analytics
+11.9%
-67.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.3% | -12.3% | -12.1% |
| 7D | -2.3% | +2.4% | -4.7% | -5.5% |
| 30D | +0.9% | -1.5% | +2.4% | +3.3% |
| 3M | -36.1% | -4.1% | -32.0% | -31.7% |
| 6M | -56.7% | +0.6% | -57.3% | -56.3% |
| YTD | -51.4% | +11.0% | -62.5% | -59.4% |
| 1Y | -55.5% | +13.3% | -68.8% | -66.6% |
| All | -55.5% | +11.9% | -67.4% | -66.6% |
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 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