+360.5%
BE vs PRU
+19.0%
+341.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.5% |
| 7D | +20.0% | +1.9% | +18.1% | +19.6% |
| 30D | +7.9% | +2.7% | +5.2% | +7.4% |
| 3M | -13.2% | +19.5% | -32.7% | -18.0% |
| 6M | +53.5% | +26.6% | +26.8% | +42.1% |
| YTD | +191.0% | +12.3% | +178.7% | +170.6% |
| 1Y | +360.5% | +18.0% | +342.5% | +300.0% |
| All | +360.5% | +19.0% | +341.5% | +300.0% |
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 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