+3,652.8%
PNR vs GEN
+8,838.9%
-5,186.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | -2.4% | -1.2% | -1.2% | -2.2% |
| 30D | -12.8% | +10.1% | -22.9% | -14.1% |
| 3M | -17.0% | +16.1% | -33.1% | -19.0% |
| 6M | -37.4% | +38.9% | -76.3% | -41.0% |
| YTD | -41.6% | +14.4% | -56.0% | -43.2% |
| 1Y | -44.6% | +5.9% | -50.5% | -45.5% |
| 3Y | -12.1% | +58.8% | -70.9% | -19.2% |
| 5Y | -17.4% | +24.7% | -42.1% | -21.9% |
| 10Y | +64.0% | +163.1% | -99.1% | +34.6% |
| All | +3,652.8% | +8,838.9% | -5,186.0% | +2,014.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling