+563.3%
BBY vs PRU
+809.5%
-246.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +4.0% | 0.0% | +4.1% | +4.1% |
| 30D | +17.6% | +7.9% | +9.6% | +14.4% |
| 3M | +25.9% | +0.9% | +25.0% | +25.7% |
| 6M | +85.1% | +22.4% | +62.8% | +71.5% |
| YTD | +60.6% | +12.7% | +47.9% | +52.8% |
| 1Y | +40.2% | +19.6% | +20.6% | +30.4% |
| 3Y | +86.6% | +54.0% | +32.6% | +58.4% |
| 5Y | -3.7% | +41.0% | -44.7% | -16.1% |
| 10Y | +287.7% | +97.4% | +190.3% | +184.6% |
| All | +563.3% | +809.5% | -246.2% | +67.0% |
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