+675.5%
BE vs PRU
+87.1%
+588.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.4% | +9.6% | +10.2% |
| 7D | -1.2% | +3.2% | -4.4% | -3.5% |
| 30D | -30.9% | +7.9% | -38.8% | -34.9% |
| 3M | -11.6% | +1.8% | -13.4% | -13.3% |
| 6M | -25.7% | +24.1% | -49.9% | -38.0% |
| YTD | +123.1% | +12.4% | +110.8% | +99.2% |
| 1Y | +43.4% | +20.9% | +22.5% | +20.8% |
| 3Y | +1,683.6% | +55.5% | +1,628.2% | +1,132.5% |
| 5Y | +465.4% | +42.7% | +422.8% | +322.2% |
| All | +675.5% | +87.1% | +588.4% | +285.6% |
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