+150.5%
ASX vs PNR
-35.9%
+186.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.7% |
| 7D | +22.1% | -2.3% | +24.4% | +22.6% |
| 30D | -23.8% | +29.3% | -53.0% | -26.5% |
| 3M | -7.6% | +4.1% | -11.7% | -7.4% |
| 6M | +6.9% | -8.6% | +15.5% | +10.6% |
| YTD | +127.7% | -33.6% | +161.3% | +161.3% |
| All | +150.5% | -35.9% | +186.5% | +189.7% |
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