+2,755.4%
AVGO vs PRU
+139.4%
+2,616.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.1% | +3.9% |
| 7D | -0.3% | +1.9% | -2.2% | -1.2% |
| 30D | -13.8% | -0.4% | -13.4% | -13.8% |
| 3M | -6.9% | +16.4% | -23.4% | -13.4% |
| 6M | +11.9% | +26.0% | -14.1% | +0.1% |
| YTD | +6.9% | +9.9% | -3.0% | +1.3% |
| 1Y | +7.4% | +18.8% | -11.4% | -2.0% |
| 3Y | +345.6% | +45.3% | +300.2% | +265.2% |
| 5Y | +718.9% | +45.6% | +673.3% | +564.2% |
| 10Y | +2,755.4% | +139.6% | +2,615.7% | +1,724.5% |
| All | +2,755.4% | +139.4% | +2,616.0% | +1,724.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling