+620.2%
ADI vs PRU
+99.2%
+520.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.2% |
| 7D | +9.5% | +3.6% | +5.9% | +7.6% |
| 30D | -1.4% | +8.9% | -10.3% | -5.6% |
| 3M | +4.7% | +0.2% | +4.5% | +4.2% |
| 6M | -7.4% | +23.7% | -31.2% | -17.6% |
| YTD | +48.1% | +13.7% | +34.3% | +36.8% |
| 1Y | +69.6% | +20.6% | +49.0% | +52.2% |
| 3Y | +144.4% | +56.3% | +88.0% | +92.9% |
| 5Y | +134.1% | +42.3% | +91.8% | +90.9% |
| All | +620.2% | +99.2% | +520.9% | +391.0% |
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 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