+55.3%
BE vs PRU
+27.9%
+27.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.6% | -12.9% | -6.5% |
| 7D | -12.1% | +9.8% | -21.9% | -12.6% |
| 30D | -30.1% | +11.6% | -41.7% | -30.4% |
| 3M | -12.1% | +3.7% | -15.8% | -11.7% |
| 6M | -30.6% | +33.0% | -63.5% | -35.6% |
| YTD | +130.6% | +16.6% | +114.1% | +107.5% |
| 1Y | +55.3% | +26.9% | +28.3% | +48.3% |
| All | +55.3% | +27.9% | +27.4% | +48.3% |
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