+29.1%
PMN price history and return analytics
+19.6%
+9.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.3% |
| 7D | +7.6% | -1.1% | +8.7% | +8.8% |
| 30D | -6.5% | -1.0% | -5.5% | -5.7% |
| 3M | +26.7% | +3.2% | +23.6% | +22.2% |
| 6M | -32.5% | +12.5% | -45.0% | -40.0% |
| YTD | +98.5% | +14.1% | +84.5% | +69.5% |
| 1Y | +29.1% | +18.9% | +10.2% | +0.1% |
| All | +29.1% | +19.6% | +9.5% | +0.1% |
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