+62.8%
PNR vs GEN
+159.8%
-97.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.5% |
| 7D | -6.0% | -1.3% | -4.8% | -5.7% |
| 30D | -14.0% | +6.1% | -20.1% | -15.4% |
| 3M | -21.7% | +27.0% | -48.6% | -26.4% |
| 6M | -37.3% | +43.9% | -81.1% | -43.5% |
| YTD | -45.1% | +13.0% | -58.1% | -47.3% |
| 1Y | -49.1% | +4.0% | -53.2% | -50.1% |
| 3Y | -14.8% | +66.2% | -81.0% | -26.3% |
| 5Y | -21.0% | +23.2% | -44.2% | -28.2% |
| All | +62.8% | +159.8% | -97.0% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling