-98.7%
AMC vs PRU
+115.4%
-214.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.6% | +3.8% |
| 7D | +2.6% | +2.4% | +0.2% | +1.3% |
| 30D | +9.0% | +6.1% | +2.9% | +4.8% |
| 3M | +22.2% | -0.7% | +22.9% | +22.5% |
| 6M | +91.5% | +22.1% | +69.4% | +65.1% |
| YTD | +101.3% | +9.8% | +91.5% | +85.7% |
| 1Y | +20.8% | +19.4% | +1.4% | +4.9% |
| 3Y | -71.3% | +50.4% | -121.7% | -80.0% |
| 5Y | -99.2% | +37.2% | -136.4% | -99.4% |
| All | -98.7% | +115.4% | -214.1% | -99.4% |
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