+271.9%
ASX vs PNR
-47.2%
+319.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.9% |
| 7D | +11.1% | -3.9% | +15.0% | +11.8% |
| 30D | +9.6% | -13.8% | +23.4% | +12.6% |
| 3M | +18.6% | -22.5% | +41.2% | +24.9% |
| 6M | +92.1% | -37.2% | +129.3% | +117.8% |
| YTD | +158.5% | -44.2% | +202.7% | +201.1% |
| 1Y | +271.9% | -46.6% | +318.5% | +337.6% |
| All | +271.9% | -47.2% | +319.1% | +337.6% |
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