+445.9%
ASX vs PNR
-11.7%
+457.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +7.2% |
| 7D | +6.3% | -3.0% | +9.3% | +7.6% |
| 30D | +6.4% | -14.9% | +21.3% | +13.6% |
| 3M | +13.1% | -19.0% | +32.2% | +22.1% |
| 6M | +90.3% | -35.9% | +126.2% | +131.1% |
| YTD | +149.6% | -43.1% | +192.8% | +220.7% |
| 1Y | +249.2% | -46.4% | +295.6% | +362.9% |
| 3Y | +445.9% | -10.8% | +456.7% | +437.2% |
| All | +445.9% | -11.7% | +457.6% | +437.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling