+494.4%
TEAM vs PNR
+66.2%
+428.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | -5.2% | -6.0% | +0.8% | -2.5% |
| 30D | +15.8% | -14.0% | +29.7% | +24.0% |
| 3M | +101.5% | -21.7% | +123.2% | +121.9% |
| 6M | +138.2% | -37.3% | +175.4% | +187.9% |
| YTD | +10.8% | -45.1% | +56.0% | +42.5% |
| 1Y | +1.7% | -49.1% | +50.8% | +35.8% |
| 3Y | -16.0% | -14.8% | -1.2% | -14.1% |
| 5Y | -52.7% | -21.0% | -31.7% | -53.0% |
| All | +494.4% | +66.2% | +428.3% | +360.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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