+92.0%
ACN vs PRU
+145.9%
-53.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.4% | -2.9% |
| 7D | -1.5% | +1.9% | -3.4% | -2.3% |
| 30D | +9.4% | +2.7% | +6.6% | +8.0% |
| 3M | +5.6% | +19.5% | -13.8% | -1.9% |
| 6M | -9.3% | +26.6% | -35.9% | -18.0% |
| YTD | -29.0% | +12.3% | -41.3% | -32.5% |
| 1Y | -24.7% | +18.0% | -42.7% | -29.9% |
| 3Y | -39.8% | +47.0% | -86.8% | -49.9% |
| 5Y | -40.9% | +48.4% | -89.3% | -51.4% |
| All | +92.0% | +145.9% | -53.9% | +35.3% |
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 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