+188.0%
APD vs PRU
+103.1%
+84.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.1% |
| 7D | -0.2% | +3.8% | -4.0% | -1.8% |
| 30D | +11.0% | +9.0% | +2.0% | +6.9% |
| 3M | +2.0% | +2.1% | -0.2% | +0.8% |
| 6M | +7.1% | +25.4% | -18.4% | -3.2% |
| YTD | +29.8% | +13.5% | +16.3% | +21.6% |
| 1Y | +24.0% | +21.3% | +2.7% | +12.9% |
| 3Y | +27.2% | +55.1% | -28.0% | +2.2% |
| 5Y | +12.8% | +43.6% | -30.8% | -8.0% |
| All | +188.0% | +103.1% | +84.9% | +85.5% |
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