+67.5%
PNR vs ACWI
+226.5%
-159.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | -13.8% | -0.6% | -13.2% | -13.2% |
| 3M | -22.5% | +4.3% | -26.8% | -26.4% |
| 6M | -37.2% | +12.7% | -49.8% | -45.6% |
| YTD | -44.2% | +13.9% | -58.1% | -52.3% |
| 1Y | -46.6% | +20.5% | -67.2% | -57.4% |
| 3Y | -12.5% | +76.5% | -89.0% | -55.1% |
| 5Y | -19.3% | +67.5% | -86.9% | -55.7% |
| 10Y | +67.5% | +231.8% | -164.4% | -59.2% |
| All | +67.5% | +226.5% | -159.0% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling