+156.5%
ACN vs PRU
+115.4%
+41.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -0.6% |
| 7D | +0.9% | +2.4% | -1.5% | -0.2% |
| 30D | +33.5% | +6.1% | +27.4% | +30.2% |
| 3M | +53.5% | -0.7% | +54.2% | +53.8% |
| 6M | +52.2% | +22.1% | +30.2% | +39.8% |
| YTD | -0.1% | +9.8% | -9.9% | -4.2% |
| 1Y | +11.0% | +19.4% | -8.3% | +2.8% |
| 3Y | -11.8% | +50.4% | -62.1% | -27.2% |
| 5Y | -22.8% | +37.2% | -60.0% | -34.4% |
| All | +156.5% | +115.4% | +41.1% | +77.1% |
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