+108,917.3%
AAPL vs PRU
+785.9%
+108,131.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.3% |
| 7D | -0.7% | +2.4% | -3.1% | -1.4% |
| 30D | +1.7% | +6.1% | -4.4% | -0.1% |
| 3M | +9.7% | -0.7% | +10.4% | +9.8% |
| 6M | +19.3% | +22.1% | -2.8% | +12.3% |
| YTD | +26.3% | +9.8% | +16.5% | +22.3% |
| 1Y | +27.4% | +19.4% | +8.0% | +20.3% |
| 3Y | +93.6% | +50.4% | +43.2% | +69.9% |
| 5Y | +131.7% | +37.2% | +94.5% | +107.4% |
| 10Y | +1,268.5% | +119.5% | +1,149.0% | +910.7% |
| All | +108,917.3% | +785.9% | +108,131.4% | +38,908.3% |
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