+3,433.5%
ASX vs PNC
+688.5%
+2,745.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +22.1% | +1.9% | +20.2% | +21.4% |
| 30D | -23.8% | +6.2% | -30.0% | -25.1% |
| 3M | -7.6% | -8.7% | +1.1% | -4.6% |
| 6M | +6.9% | +9.2% | -2.3% | +3.5% |
| YTD | +127.7% | +14.3% | +113.3% | +116.5% |
| 1Y | +144.5% | +27.7% | +116.9% | +123.7% |
| 3Y | +377.8% | +113.5% | +264.3% | +261.8% |
| 5Y | +498.2% | +36.7% | +461.5% | +422.5% |
| 10Y | +962.7% | +203.4% | +759.3% | +583.2% |
| All | +3,433.5% | +688.5% | +2,745.0% | +1,122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling