+593.0%
BE vs PRU
+82.8%
+510.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.6% | +6.0% | +5.3% |
| 7D | -14.7% | +2.4% | -17.1% | -16.5% |
| 30D | -40.5% | +6.1% | -46.6% | -43.4% |
| 3M | -24.3% | -0.7% | -23.6% | -24.5% |
| 6M | -39.3% | +22.1% | -61.4% | -48.8% |
| YTD | +99.4% | +9.8% | +89.6% | +80.8% |
| 1Y | +26.6% | +19.4% | +7.2% | +7.4% |
| 3Y | +1,616.9% | +50.4% | +1,566.6% | +1,114.4% |
| 5Y | +441.4% | +37.2% | +404.2% | +315.2% |
| All | +593.0% | +82.8% | +510.1% | +250.0% |
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 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