+3,090.3%
ASX vs PRU
+809.8%
+2,280.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.3% | -17.5% | -19.7% |
| 7D | -33.3% | +4.8% | -38.1% | -34.2% |
| 30D | -36.5% | +7.9% | -44.3% | -38.1% |
| 3M | -19.2% | +3.1% | -22.3% | -20.3% |
| 6M | -10.2% | +25.2% | -35.5% | -17.1% |
| YTD | +86.5% | +12.7% | +73.7% | +77.5% |
| 1Y | +89.6% | +23.5% | +66.2% | +75.2% |
| 3Y | +298.6% | +50.6% | +248.0% | +242.8% |
| 5Y | +414.3% | +40.9% | +373.4% | +350.4% |
| 10Y | +711.1% | +125.5% | +585.6% | +477.6% |
| All | +3,090.3% | +809.8% | +2,280.5% | +768.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling