+985.8%
ASX vs PNC
+202.3%
+783.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.3% |
| 7D | +12.4% | +3.1% | +9.3% | +11.0% |
| 30D | -19.8% | +7.6% | -27.4% | -22.0% |
| 3M | -10.3% | -8.1% | -2.2% | -6.9% |
| 6M | +1.2% | +12.6% | -11.4% | -4.0% |
| YTD | +123.0% | +15.0% | +108.1% | +108.7% |
| 1Y | +145.4% | +30.4% | +115.0% | +117.1% |
| 3Y | +368.6% | +116.1% | +252.5% | +225.5% |
| 5Y | +486.0% | +37.5% | +448.6% | +388.5% |
| All | +985.8% | +202.3% | +783.5% | +608.1% |
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