+2,851.6%
AMD vs PRU
+806.6%
+2,045.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.1% |
| 7D | +2.6% | +1.9% | +0.7% | +1.7% |
| 30D | -0.9% | +2.7% | -3.6% | -2.2% |
| 3M | -8.7% | +19.5% | -28.2% | -15.9% |
| 6M | +136.3% | +26.6% | +109.7% | +111.6% |
| YTD | +123.0% | +12.3% | +110.7% | +110.3% |
| 1Y | +195.2% | +18.0% | +177.1% | +171.7% |
| 3Y | +336.3% | +47.0% | +289.3% | +264.1% |
| 5Y | +334.5% | +48.4% | +286.0% | +263.0% |
| 10Y | +6,259.1% | +142.4% | +6,116.7% | +3,872.2% |
| All | +2,851.6% | +806.6% | +2,045.0% | +553.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling