+3,582.5%
ASX vs PNR
+1,151.6%
+2,430.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.8% |
| 7D | +0.8% | -3.7% | +4.6% | +3.0% |
| 30D | -20.4% | +33.1% | -53.6% | -30.8% |
| 3M | -2.1% | +3.7% | -5.8% | -4.6% |
| 6M | +8.2% | -7.7% | +15.9% | +9.6% |
| YTD | +137.3% | -32.4% | +169.7% | +176.8% |
| 1Y | +155.0% | -35.0% | +190.0% | +202.8% |
| 3Y | +397.9% | +17.1% | +380.8% | +341.6% |
| 5Y | +529.2% | +0.1% | +529.1% | +490.3% |
| 10Y | +1,007.5% | +103.2% | +904.3% | +607.1% |
| All | +3,582.5% | +1,151.6% | +2,430.8% | +788.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling