+954.6%
ASX vs PNC
+272.1%
+682.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.5% |
| 7D | +6.3% | +2.3% | +4.0% | +5.2% |
| 30D | +6.4% | -3.8% | +10.2% | +8.1% |
| 3M | +13.1% | +7.8% | +5.4% | +9.4% |
| 6M | +90.3% | +19.7% | +70.6% | +75.5% |
| YTD | +149.6% | +19.1% | +130.5% | +129.9% |
| 1Y | +249.2% | +23.1% | +226.0% | +215.9% |
| 3Y | +445.9% | +132.1% | +313.8% | +268.3% |
| 5Y | +477.7% | +52.2% | +425.5% | +361.5% |
| All | +954.6% | +272.1% | +682.5% | +543.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling