-49.1%
PNR vs GEN
+5.1%
-54.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.4% |
| 7D | -6.0% | -1.3% | -4.8% | -5.8% |
| 30D | -14.0% | +6.1% | -20.1% | -14.9% |
| 3M | -21.7% | +27.0% | -48.6% | -24.7% |
| 6M | -37.3% | +43.9% | -81.1% | -40.5% |
| YTD | -45.1% | +13.0% | -58.1% | -42.6% |
| 1Y | -49.1% | +4.0% | -53.2% | -44.8% |
| All | -49.1% | +5.1% | -54.2% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling