-11.8%
ACN vs PRU
+46.4%
-58.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -0.5% |
| 7D | +0.9% | +2.4% | -1.5% | -0.3% |
| 30D | +33.5% | +6.1% | +27.4% | +29.9% |
| 3M | +53.5% | -0.7% | +54.2% | +53.7% |
| 6M | +52.2% | +22.1% | +30.2% | +39.4% |
| YTD | -0.1% | +9.8% | -9.9% | -4.4% |
| 1Y | +11.0% | +19.4% | -8.3% | +2.8% |
| 3Y | -11.8% | +50.4% | -62.1% | -23.7% |
| All | -11.8% | +46.4% | -58.2% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling