+469.4%
ASX vs PNC
+35.2%
+434.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +7.4% |
| 7D | -12.3% | -0.2% | -12.1% | -11.9% |
| 30D | -26.0% | +6.5% | -32.5% | -27.8% |
| 3M | -8.1% | -7.6% | -0.5% | -4.6% |
| 6M | +1.4% | +8.5% | -7.1% | -2.7% |
| YTD | +115.6% | +14.5% | +101.1% | +100.5% |
| 1Y | +128.0% | +29.7% | +98.3% | +99.3% |
| 3Y | +371.4% | +115.7% | +255.7% | +206.0% |
| 5Y | +469.4% | +34.6% | +434.8% | +378.4% |
| All | +469.4% | +35.2% | +434.2% | +378.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling