+1.0%
BBY vs PRU
+41.4%
-40.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.4% | +4.3% | +5.2% |
| 7D | +10.5% | +3.2% | +7.4% | +8.6% |
| 30D | +22.1% | +7.9% | +14.2% | +16.9% |
| 3M | +31.0% | +1.8% | +29.2% | +29.7% |
| 6M | +83.2% | +24.1% | +59.1% | +60.6% |
| YTD | +65.1% | +12.4% | +52.7% | +52.8% |
| 1Y | +41.6% | +20.9% | +20.7% | +25.0% |
| 3Y | +95.6% | +55.5% | +40.1% | +46.9% |
| 5Y | +1.0% | +42.7% | -41.7% | -22.2% |
| All | +1.0% | +41.4% | -40.4% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling