+20.7%
BBY vs PRU
+16.8%
+3.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.9% |
| 7D | +1.2% | -1.9% | +3.1% | +1.8% |
| 30D | +6.8% | -2.6% | +9.4% | +7.7% |
| 3M | +18.7% | +14.7% | +4.0% | +13.8% |
| 6M | +37.3% | +25.7% | +11.6% | +26.9% |
| YTD | +35.3% | +8.3% | +27.0% | +34.1% |
| 1Y | +20.7% | +17.3% | +3.4% | +10.6% |
| All | +20.7% | +16.8% | +3.8% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling