+144.4%
ADI vs PRU
+56.8%
+87.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.3% |
| 7D | +9.5% | +3.6% | +5.9% | +7.4% |
| 30D | -1.4% | +8.9% | -10.3% | -6.1% |
| 3M | +4.7% | +0.2% | +4.5% | +4.4% |
| 6M | -7.4% | +23.7% | -31.2% | -19.6% |
| YTD | +48.1% | +13.7% | +34.3% | +35.1% |
| 1Y | +69.6% | +20.6% | +49.0% | +48.4% |
| 3Y | +144.4% | +56.3% | +88.0% | +64.1% |
| All | +144.4% | +56.8% | +87.6% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling