+29.8%
PNI price history and return analytics
+356.5%
-326.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -2.7% | +2.4% | -5.1% | -3.2% |
| 30D | +5.7% | -1.5% | +7.2% | +6.1% |
| 3M | -6.3% | -4.1% | -2.2% | -5.4% |
| 6M | -5.1% | +0.6% | -5.6% | -5.3% |
| YTD | -2.2% | +11.0% | -13.2% | -4.7% |
| 1Y | -2.6% | +13.3% | -16.0% | -5.6% |
| 3Y | +12.1% | +73.4% | -61.3% | -2.2% |
| 5Y | -29.1% | +57.4% | -86.6% | -37.1% |
| 10Y | -15.6% | +221.7% | -237.3% | -37.4% |
| All | +29.8% | +356.5% | -326.7% | -18.4% |
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