+107.9%
ASX vs PRU
+19.8%
+88.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.1% | +6.4% |
| 7D | -19.9% | +2.4% | -22.3% | -19.2% |
| 30D | -30.9% | +6.1% | -37.0% | -30.2% |
| 3M | -15.1% | -0.7% | -14.4% | -14.0% |
| 6M | -6.5% | +22.1% | -28.5% | -7.8% |
| YTD | +98.4% | +9.8% | +88.7% | +95.5% |
| 1Y | +107.9% | +19.4% | +88.5% | +100.0% |
| All | +107.9% | +19.8% | +88.1% | +100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling