+120.0%
ADBE vs PRU
+115.4%
+4.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.7% |
| 7D | -5.6% | +3.2% | -8.8% | -6.8% |
| 30D | -2.0% | +7.9% | -10.0% | -4.7% |
| 3M | -10.5% | +1.8% | -12.3% | -11.1% |
| 6M | -6.2% | +24.1% | -30.3% | -13.1% |
| YTD | -32.2% | +12.4% | -44.6% | -35.2% |
| 1Y | -27.4% | +20.9% | -48.3% | -32.4% |
| 3Y | -58.9% | +55.5% | -114.4% | -65.3% |
| 5Y | -64.5% | +42.7% | -107.1% | -69.3% |
| 10Y | +120.0% | +106.1% | +13.9% | +75.9% |
| All | +120.0% | +115.4% | +4.6% | +75.9% |
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