+2,300.3%
AVGO vs PRU
+115.4%
+2,184.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.4% | +6.4% | +7.8% |
| 7D | -0.9% | +3.2% | -4.0% | -2.2% |
| 30D | -11.6% | +7.9% | -19.6% | -14.6% |
| 3M | -25.2% | +1.8% | -27.0% | -26.0% |
| 6M | -25.4% | +24.1% | -49.6% | -32.9% |
| YTD | -7.2% | +12.4% | -19.5% | -13.1% |
| 1Y | -7.9% | +20.9% | -28.8% | -16.7% |
| 3Y | +262.1% | +55.5% | +206.6% | +187.4% |
| 5Y | +525.7% | +42.7% | +483.0% | +410.6% |
| 10Y | +2,300.3% | +106.1% | +2,194.2% | +1,632.0% |
| All | +2,300.3% | +115.4% | +2,184.9% | +1,632.0% |
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 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