+887.2%
ASX vs PNC
+214.2%
+673.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -9.1% | +0.8% | -10.0% | -9.2% |
| 30D | -23.6% | +6.5% | -30.1% | -25.3% |
| 3M | -5.6% | -7.3% | +1.7% | -2.4% |
| 6M | +4.7% | +8.5% | -3.8% | +0.8% |
| YTD | +122.6% | +14.5% | +108.1% | +108.7% |
| 1Y | +133.0% | +29.1% | +103.9% | +107.1% |
| 3Y | +367.1% | +113.7% | +253.4% | +226.3% |
| 5Y | +504.7% | +35.7% | +469.1% | +406.9% |
| 10Y | +887.2% | +203.7% | +683.6% | +564.8% |
| All | +887.2% | +214.2% | +673.0% | +564.8% |
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