+346.9%
AZO vs PRU
+99.2%
+247.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +1.3% | +3.6% | -2.3% | +0.3% |
| 30D | +12.0% | +8.9% | +3.1% | +9.3% |
| 3M | +7.2% | +0.2% | +7.0% | +7.1% |
| 6M | -3.2% | +23.7% | -26.9% | -9.1% |
| YTD | -3.9% | +13.7% | -17.6% | -7.9% |
| 1Y | -14.7% | +20.6% | -35.3% | -19.6% |
| 3Y | +20.4% | +56.3% | -35.9% | +2.8% |
| 5Y | +72.8% | +42.3% | +30.5% | +49.6% |
| All | +346.9% | +99.2% | +247.7% | +204.9% |
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