-69.4%
PMN price history and return analytics
+74.2%
-143.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.6% | +15.3% | +15.0% |
| 7D | +2.8% | -0.1% | +2.9% | +2.8% |
| 30D | -2.4% | -0.7% | -1.7% | -2.1% |
| 3M | +47.4% | +4.0% | +43.4% | +44.0% |
| 6M | -39.5% | +12.3% | -51.8% | -43.1% |
| YTD | +110.4% | +14.0% | +96.4% | +96.4% |
| 1Y | +36.9% | +20.3% | +16.6% | +25.3% |
| All | -69.4% | +74.2% | -143.6% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling