+469.4%
ASX vs PNR
+0.7%
+468.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.1% | +5.6% | +7.2% |
| 7D | -12.3% | -0.5% | -11.8% | -11.8% |
| 30D | -26.0% | +34.4% | -60.4% | -36.0% |
| 3M | -8.1% | +2.4% | -10.5% | -9.5% |
| 6M | +1.4% | -7.8% | +9.2% | +3.8% |
| YTD | +115.6% | -31.6% | +147.1% | +158.3% |
| 1Y | +128.0% | -33.6% | +161.7% | +177.9% |
| 3Y | +371.4% | +19.9% | +351.5% | +296.2% |
| 5Y | +469.4% | +0.8% | +468.6% | +400.0% |
| All | +469.4% | +0.7% | +468.7% | +400.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling