-35.1%
PNR vs ACWI
+11.8%
-46.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +0.3% | +2.4% | -2.2% | -1.7% |
| 30D | +31.7% | -1.7% | +33.4% | +33.4% |
| 3M | +2.6% | -3.9% | +6.6% | +6.0% |
| 6M | -6.4% | +0.8% | -7.2% | -7.8% |
| YTD | -33.4% | +11.0% | -44.5% | -41.0% |
| 1Y | -35.1% | +13.1% | -48.2% | -43.5% |
| All | -35.1% | +11.8% | -46.9% | -43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling