-100.0%
PPBT price history and return analytics
+239.5%
-339.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.3% |
| 7D | +8.4% | +1.0% | +7.4% | +7.6% |
| 30D | +25.9% | -0.2% | +26.1% | +26.1% |
| 3M | -38.4% | +4.5% | -42.9% | -41.7% |
| 6M | -62.3% | +14.1% | -76.4% | -66.9% |
| YTD | -72.6% | +14.8% | -87.4% | -76.1% |
| 1Y | -69.9% | +21.2% | -91.1% | -75.0% |
| 3Y | -99.2% | +76.6% | -175.8% | -99.6% |
| 5Y | -99.8% | +66.6% | -166.4% | -99.9% |
| 10Y | -100.0% | +222.3% | -322.2% | -100.0% |
| All | -100.0% | +239.5% | -339.5% | -100.0% |
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