+29.6%
AAPL vs PRU
+20.7%
+8.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | +1.8% | -2.8% | +4.6% | +2.7% |
| 30D | +4.3% | +8.5% | -4.2% | +1.5% |
| 3M | +16.6% | +1.7% | +14.9% | +15.8% |
| 6M | +21.6% | +24.8% | -3.1% | +13.1% |
| YTD | +31.2% | +13.3% | +17.9% | +23.1% |
| 1Y | +29.6% | +21.4% | +8.2% | +18.9% |
| All | +29.6% | +20.7% | +8.8% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling