+101,784.7%
AAPL vs PRU
+806.6%
+100,978.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.6% | -2.2% |
| 7D | +0.1% | +1.9% | -1.8% | -0.5% |
| 30D | +3.0% | +2.7% | +0.3% | +2.1% |
| 3M | +2.9% | +19.5% | -16.6% | -2.5% |
| 6M | +22.1% | +26.6% | -4.5% | +13.7% |
| YTD | +18.0% | +12.3% | +5.7% | +13.6% |
| 1Y | +33.9% | +18.0% | +15.9% | +26.9% |
| 3Y | +71.2% | +47.0% | +24.2% | +51.1% |
| 5Y | +112.6% | +48.4% | +64.2% | +86.2% |
| 10Y | +1,198.8% | +142.4% | +1,056.3% | +833.7% |
| All | +101,784.7% | +806.6% | +100,978.1% | +36,138.9% |
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 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