+1,276.0%
AAPL vs PRU
+115.4%
+1,160.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.4% | +0.1% | +1.5% |
| 7D | +3.7% | +3.2% | +0.5% | +2.4% |
| 30D | +4.2% | +7.9% | -3.7% | +1.0% |
| 3M | +12.0% | +1.8% | +10.2% | +11.0% |
| 6M | +19.8% | +24.1% | -4.4% | +9.7% |
| YTD | +29.3% | +12.4% | +17.0% | +22.7% |
| 1Y | +31.1% | +20.9% | +10.2% | +20.8% |
| 3Y | +94.9% | +55.5% | +39.4% | +60.9% |
| 5Y | +138.1% | +42.7% | +95.4% | +101.1% |
| 10Y | +1,276.0% | +106.1% | +1,169.8% | +950.7% |
| All | +1,276.0% | +115.4% | +1,160.6% | +950.7% |
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