-44.6%
PNR vs WY
-5.4%
-39.2%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -2.4% | -2.6% | +0.3% | -1.3% |
| 30D | -12.8% | -10.9% | -1.9% | -8.9% |
| 3M | -17.0% | -6.0% | -11.0% | -15.2% |
| 6M | -37.4% | -5.6% | -31.8% | -36.4% |
| YTD | -41.6% | -1.1% | -40.5% | -42.4% |
| 1Y | -44.6% | -7.5% | -37.2% | -43.6% |
| All | -44.6% | -5.4% | -39.2% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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