+432.3%
ASX vs PRU
+48.6%
+383.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -0.7% | +1.9% | -2.6% | -1.6% |
| 30D | +2.0% | +2.7% | -0.7% | +0.6% |
| 3M | -1.3% | +19.5% | -20.8% | -10.1% |
| 6M | +71.4% | +26.6% | +44.8% | +51.1% |
| YTD | +135.3% | +12.3% | +123.0% | +119.7% |
| 1Y | +267.5% | +18.0% | +249.4% | +232.6% |
| 3Y | +388.5% | +47.0% | +341.5% | +277.9% |
| All | +432.3% | +48.6% | +383.7% | +316.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling