+289.2%
AZO vs PRU
+138.7%
+150.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -2.9% | -3.8% | +0.9% | -1.9% |
| 30D | -5.3% | -2.0% | -3.3% | -4.8% |
| 3M | -7.3% | +14.0% | -21.3% | -10.8% |
| 6M | -22.7% | +27.2% | -49.9% | -27.9% |
| YTD | -15.0% | +9.1% | -24.1% | -17.6% |
| 1Y | -32.2% | +18.1% | -50.3% | -35.8% |
| 3Y | +10.0% | +44.3% | -34.2% | -3.7% |
| 5Y | +85.8% | +45.7% | +40.1% | +59.6% |
| All | +289.2% | +138.7% | +150.5% | +170.6% |
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