+474.0%
AVGO vs PRU
+36.1%
+437.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.4% | +1.9% |
| 7D | -9.9% | +2.4% | -12.3% | -10.9% |
| 30D | -22.0% | +6.1% | -28.1% | -24.1% |
| 3M | -30.0% | -0.7% | -29.3% | -30.1% |
| 6M | -30.7% | +22.1% | -52.8% | -37.6% |
| YTD | -14.7% | +9.8% | -24.5% | -19.5% |
| 1Y | -16.8% | +19.4% | -36.1% | -24.9% |
| 3Y | +244.4% | +50.4% | +194.1% | +165.0% |
| All | +474.0% | +36.1% | +437.9% | +372.3% |
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