+559.1%
AMZN vs PRU
+145.9%
+413.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | -3.0% | +1.9% | -4.8% | -3.5% |
| 30D | -5.2% | +2.7% | -7.9% | -6.0% |
| 3M | +1.9% | +19.5% | -17.6% | -3.8% |
| 6M | +19.2% | +26.6% | -7.4% | +10.5% |
| YTD | +12.0% | +12.3% | -0.3% | +7.5% |
| 1Y | +9.7% | +18.0% | -8.4% | +3.5% |
| 3Y | +87.2% | +47.0% | +40.1% | +65.4% |
| 5Y | +48.7% | +48.4% | +0.2% | +31.2% |
| All | +559.1% | +145.9% | +413.1% | +419.3% |
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 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