+3,552.3%
ASX vs PNR
+981.7%
+2,570.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | -2.4% | +1.7% | +0.4% |
| 30D | +2.0% | -12.8% | +14.7% | +8.5% |
| 3M | -1.3% | -17.0% | +15.7% | +5.9% |
| 6M | +71.4% | -37.4% | +108.9% | +109.9% |
| YTD | +135.3% | -41.6% | +176.9% | +196.0% |
| 1Y | +267.5% | -44.6% | +312.1% | +373.1% |
| 3Y | +388.5% | -12.1% | +400.6% | +398.6% |
| 5Y | +417.1% | -17.4% | +434.5% | +434.3% |
| 10Y | +872.7% | +64.0% | +808.8% | +588.6% |
| All | +3,552.3% | +981.7% | +2,570.6% | +850.5% |
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