+668.0%
BE vs PRU
+89.4%
+578.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.9% | -5.6% |
| 7D | +10.8% | +3.6% | +7.2% | +8.1% |
| 30D | -19.8% | +8.9% | -28.6% | -25.0% |
| 3M | -18.7% | +0.2% | -18.9% | -19.4% |
| 6M | -33.7% | +23.7% | -57.5% | -44.6% |
| YTD | +121.0% | +13.7% | +107.2% | +95.3% |
| 1Y | +85.4% | +20.6% | +64.8% | +56.3% |
| 3Y | +1,709.5% | +56.3% | +1,653.2% | +1,145.1% |
| 5Y | +462.2% | +42.3% | +419.9% | +319.8% |
| All | +668.0% | +89.4% | +578.5% | +278.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling