+49.0%
ADI vs PRU
+19.0%
+30.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +0.4% | +1.9% | -1.4% | 0.0% |
| 30D | -3.8% | +2.7% | -6.5% | -4.4% |
| 3M | -15.3% | +19.5% | -34.7% | -19.2% |
| 6M | +6.7% | +26.6% | -20.0% | -0.8% |
| YTD | +34.8% | +12.3% | +22.4% | +30.8% |
| 1Y | +49.0% | +18.0% | +31.0% | +39.0% |
| All | +49.0% | +19.0% | +30.0% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling