+353.8%
PNR vs ACWI
+330.0%
+23.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | +2.8% | -2.4% | +5.2% | +5.5% |
| 30D | +31.2% | -5.2% | +36.4% | +38.8% |
| 3M | -2.1% | -4.8% | +2.8% | +3.1% |
| 6M | -14.0% | -1.3% | -12.6% | -13.3% |
| YTD | -33.6% | +8.4% | -42.0% | -39.5% |
| 1Y | -35.2% | +11.0% | -46.2% | -42.5% |
| 3Y | +15.8% | +70.6% | -54.7% | -35.2% |
| 5Y | -1.8% | +55.3% | -57.2% | -38.5% |
| 10Y | +117.0% | +223.2% | -106.2% | -36.4% |
| All | +353.8% | +330.0% | +23.8% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling