+95.5%
AMD vs PRU
+27.9%
+67.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.6% | -5.6% | +0.7% |
| 7D | -15.5% | +9.8% | -25.3% | -15.9% |
| 30D | -22.6% | +11.6% | -34.2% | -23.1% |
| 3M | -5.7% | +3.7% | -9.4% | -5.3% |
| 6M | +43.1% | +33.0% | +10.1% | +33.7% |
| YTD | +128.2% | +16.6% | +111.6% | +116.3% |
| 1Y | +95.5% | +26.9% | +68.5% | +83.4% |
| All | +95.5% | +27.9% | +67.6% | +83.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling