+985.8%
ASX vs PNR
+99.2%
+886.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.2% |
| 7D | +12.4% | +0.3% | +12.1% | +12.3% |
| 30D | -19.8% | +31.7% | -51.5% | -30.1% |
| 3M | -10.3% | +2.6% | -13.0% | -12.0% |
| 6M | +1.2% | -6.4% | +7.6% | +2.2% |
| YTD | +123.0% | -33.4% | +156.5% | +166.1% |
| 1Y | +145.4% | -35.1% | +180.5% | +196.4% |
| 3Y | +368.6% | +17.1% | +351.5% | +309.8% |
| 5Y | +486.0% | -3.5% | +489.6% | +448.6% |
| All | +985.8% | +99.2% | +886.6% | +567.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling