+129.2%
ADBE vs PRU
+102.7%
+26.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -4.4% | -2.8% | -1.5% | -3.4% |
| 30D | -0.2% | +8.5% | -8.7% | -3.1% |
| 3M | -9.9% | +1.7% | -11.7% | -10.5% |
| 6M | -3.5% | +24.8% | -28.2% | -10.8% |
| YTD | -32.1% | +13.3% | -45.4% | -35.3% |
| 1Y | -28.7% | +21.4% | -50.1% | -33.7% |
| 3Y | -60.2% | +54.8% | -115.0% | -66.4% |
| 5Y | -63.1% | +42.4% | -105.4% | -68.1% |
| 10Y | +129.2% | +98.4% | +30.7% | +73.1% |
| All | +129.2% | +102.7% | +26.5% | +73.1% |
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