-99.4%
PMCB price history and return analytics
+306.2%
-405.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.1% |
| 7D | +19.2% | -2.3% | +21.5% | +20.2% |
| 30D | -11.2% | -5.0% | -6.3% | -9.6% |
| 3M | -39.0% | -4.9% | -34.1% | -37.8% |
| 6M | -53.2% | -1.5% | -51.7% | -52.8% |
| YTD | -50.3% | +8.5% | -58.8% | -51.3% |
| 1Y | -57.2% | +11.4% | -68.6% | -58.3% |
| 3Y | -83.7% | +70.1% | -153.8% | -85.8% |
| 5Y | -87.7% | +53.7% | -141.4% | -89.1% |
| 10Y | -99.3% | +220.0% | -319.3% | -99.5% |
| All | -99.4% | +306.2% | -405.5% | -99.4% |
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