+611.3%
ADI vs PRU
+139.4%
+471.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +1.3% |
| 7D | +2.4% | +1.9% | +0.5% | +1.4% |
| 30D | -6.6% | -0.4% | -6.1% | -6.5% |
| 3M | -9.8% | +16.4% | -26.2% | -16.8% |
| 6M | +15.7% | +26.0% | -10.4% | +2.3% |
| YTD | +35.1% | +9.9% | +25.2% | +27.4% |
| 1Y | +47.7% | +18.8% | +28.9% | +33.8% |
| 3Y | +114.5% | +45.3% | +69.1% | +76.0% |
| 5Y | +141.2% | +45.6% | +95.7% | +95.7% |
| 10Y | +611.3% | +139.6% | +471.7% | +341.9% |
| All | +611.3% | +139.4% | +471.9% | +341.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling