+1,007.5%
ASX vs PRU
+102.7%
+904.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | -2.8% | +3.7% | +2.4% |
| 30D | -20.4% | +8.5% | -28.9% | -23.3% |
| 3M | -2.1% | +1.7% | -3.9% | -3.3% |
| 6M | +8.2% | +24.8% | -16.5% | -2.5% |
| YTD | +137.3% | +13.3% | +124.0% | +121.8% |
| 1Y | +155.0% | +21.4% | +133.6% | +131.1% |
| 3Y | +397.9% | +54.8% | +343.1% | +299.6% |
| 5Y | +529.2% | +42.4% | +486.9% | +419.9% |
| 10Y | +1,007.5% | +98.4% | +909.1% | +635.3% |
| All | +1,007.5% | +102.7% | +904.8% | +635.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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