+40.2%
BBY vs PRU
+20.5%
+19.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.4% |
| 7D | +4.0% | 0.0% | +4.1% | +4.0% |
| 30D | +17.6% | +7.9% | +9.6% | +14.1% |
| 3M | +25.9% | +0.9% | +25.0% | +24.6% |
| 6M | +85.1% | +22.4% | +62.8% | +75.0% |
| YTD | +60.6% | +12.7% | +47.9% | +56.8% |
| 1Y | +40.2% | +19.6% | +20.6% | +30.4% |
| All | +40.2% | +20.5% | +19.7% | +30.4% |
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