+299.6%
ASX vs PRU
+50.4%
+249.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.3% | -17.5% | -19.7% |
| 7D | -33.3% | +4.8% | -38.1% | -34.1% |
| 30D | -36.5% | +7.9% | -44.3% | -38.0% |
| 3M | -19.2% | +3.1% | -22.3% | -20.0% |
| 6M | -10.2% | +25.2% | -35.5% | -18.1% |
| YTD | +86.5% | +12.7% | +73.7% | +77.0% |
| 1Y | +89.6% | +23.5% | +66.2% | +72.3% |
| All | +299.6% | +50.4% | +249.2% | +186.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling