+146.5%
ASX vs PNR
-31.2%
+177.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.3% | -7.2% | -4.4% |
| 7D | -14.6% | +11.9% | -26.5% | -16.1% |
| 30D | -21.1% | +37.1% | -58.2% | -25.0% |
| 3M | -3.1% | +5.7% | -8.8% | -3.2% |
| 6M | +17.4% | -5.7% | +23.1% | +21.2% |
| YTD | +135.3% | -29.8% | +165.1% | +168.2% |
| 1Y | +146.5% | -31.8% | +178.3% | +184.4% |
| All | +146.5% | -31.2% | +177.7% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling