+796.3%
AU vs PRU
+99.2%
+697.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -7.2% | +3.6% | -10.8% | -7.3% |
| 30D | -2.9% | +8.9% | -11.7% | -3.0% |
| 3M | -8.7% | +0.2% | -8.8% | -8.7% |
| 6M | -14.1% | +23.7% | -37.9% | -14.4% |
| YTD | +4.8% | +13.7% | -9.0% | +4.4% |
| 1Y | +11.9% | +20.6% | -8.7% | +11.5% |
| 3Y | +513.8% | +56.3% | +457.5% | +511.6% |
| 5Y | +379.3% | +42.3% | +336.9% | +377.2% |
| All | +796.3% | +99.2% | +697.1% | +815.6% |
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