+1,210.4%
AAPL vs PRU
+139.4%
+1,071.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.3% |
| 7D | -2.7% | +1.9% | -4.7% | -3.5% |
| 30D | +1.0% | -0.4% | +1.4% | +1.1% |
| 3M | +5.0% | +16.4% | -11.5% | -1.2% |
| 6M | +23.0% | +26.0% | -3.0% | +12.2% |
| YTD | +16.6% | +9.9% | +6.7% | +11.8% |
| 1Y | +33.4% | +18.8% | +14.7% | +23.8% |
| 3Y | +79.9% | +45.4% | +34.5% | +52.6% |
| 5Y | +109.0% | +45.6% | +63.5% | +75.8% |
| 10Y | +1,210.4% | +139.6% | +1,070.8% | +817.6% |
| All | +1,210.4% | +139.4% | +1,071.1% | +817.6% |
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