+415.3%
ASX vs PRU
+36.1%
+379.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.1% | +7.6% |
| 7D | -19.9% | +2.4% | -22.3% | -20.7% |
| 30D | -30.9% | +6.1% | -37.0% | -33.0% |
| 3M | -15.1% | -0.7% | -14.4% | -15.2% |
| 6M | -6.5% | +22.1% | -28.5% | -16.3% |
| YTD | +98.4% | +9.8% | +88.7% | +86.5% |
| 1Y | +107.9% | +19.4% | +88.5% | +86.4% |
| 3Y | +325.3% | +50.4% | +274.9% | +220.7% |
| All | +415.3% | +36.1% | +379.2% | +314.1% |
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