+156.3%
ACN vs PRU
+115.4%
+40.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.7% | -3.4% |
| 7D | -2.5% | +3.2% | -5.7% | -3.9% |
| 30D | +22.6% | +7.9% | +14.7% | +18.6% |
| 3M | +45.9% | +1.8% | +44.1% | +44.6% |
| 6M | +43.8% | +24.1% | +19.7% | +31.0% |
| YTD | -2.5% | +12.4% | -14.8% | -7.4% |
| 1Y | +6.5% | +20.9% | -14.4% | -2.0% |
| 3Y | -14.2% | +55.5% | -69.6% | -30.3% |
| 5Y | -24.4% | +42.7% | -67.1% | -36.9% |
| 10Y | +156.3% | +106.1% | +50.2% | +64.7% |
| All | +156.3% | +115.4% | +40.9% | +64.7% |
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