+630.6%
ADI vs PRU
+115.4%
+515.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.4% | +6.2% | +7.4% |
| 7D | -4.4% | +3.2% | -7.6% | -5.9% |
| 30D | -2.8% | +7.9% | -10.8% | -6.6% |
| 3M | +1.5% | +1.8% | -0.3% | +0.2% |
| 6M | -4.7% | +24.1% | -28.8% | -15.3% |
| YTD | +46.8% | +12.4% | +34.5% | +36.5% |
| 1Y | +74.9% | +20.9% | +54.0% | +56.8% |
| 3Y | +147.4% | +55.5% | +92.0% | +96.1% |
| 5Y | +131.9% | +42.7% | +89.3% | +89.2% |
| 10Y | +630.6% | +106.1% | +524.4% | +427.9% |
| All | +630.6% | +115.4% | +515.2% | +427.9% |
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