+581.7%
BBY vs PRU
+806.8%
-225.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.4% | +4.3% | +5.8% |
| 7D | +10.5% | +3.2% | +7.4% | +9.4% |
| 30D | +22.1% | +7.9% | +14.2% | +18.9% |
| 3M | +31.0% | +1.8% | +29.2% | +30.3% |
| 6M | +83.2% | +24.1% | +59.1% | +68.8% |
| YTD | +65.1% | +12.4% | +52.7% | +57.3% |
| 1Y | +41.6% | +20.9% | +20.7% | +31.3% |
| 3Y | +95.6% | +55.5% | +40.1% | +65.4% |
| 5Y | +1.0% | +42.7% | -41.7% | -12.4% |
| 10Y | +296.9% | +106.1% | +190.8% | +187.4% |
| All | +581.7% | +806.8% | -225.1% | +71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling