+31,416.6%
AVGO vs PRU
+403.3%
+31,013.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -3.0% | +1.9% | -4.8% | -3.9% |
| 30D | -14.4% | +2.7% | -17.2% | -15.6% |
| 3M | -14.4% | +19.5% | -33.9% | -21.8% |
| 6M | +13.1% | +26.6% | -13.5% | +0.2% |
| YTD | +3.8% | +12.3% | -8.5% | -3.1% |
| 1Y | +17.8% | +18.0% | -0.3% | +7.0% |
| 3Y | +325.3% | +47.0% | +278.2% | +242.1% |
| 5Y | +689.9% | +48.4% | +641.5% | +524.7% |
| 10Y | +2,597.0% | +142.4% | +2,454.6% | +1,407.5% |
| All | +31,416.6% | +403.3% | +31,013.3% | +12,168.4% |
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