+278.7%
AMD vs PRU
+43.3%
+235.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +13.1% | -2.8% | +16.0% | +15.5% |
| 30D | -7.0% | +8.5% | -15.5% | -11.8% |
| 3M | +16.6% | +1.7% | +14.8% | +14.7% |
| 6M | +20.5% | +24.8% | -4.2% | +2.4% |
| YTD | +158.2% | +13.3% | +144.9% | +133.4% |
| 1Y | +132.8% | +21.4% | +111.4% | +99.8% |
| 3Y | +366.2% | +54.8% | +311.4% | +218.8% |
| 5Y | +278.7% | +42.4% | +236.3% | +184.3% |
| All | +278.7% | +43.3% | +235.4% | +184.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling