+39.3%
BE vs PRU
+20.8%
+18.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.4% | +9.6% | +11.5% |
| 7D | -1.2% | +3.2% | -4.4% | -1.0% |
| 30D | -30.9% | +7.9% | -38.8% | -31.1% |
| 3M | -11.6% | +1.8% | -13.4% | -11.0% |
| 6M | -25.7% | +24.1% | -49.9% | -30.6% |
| YTD | +123.1% | +12.4% | +110.8% | +101.0% |
| All | +39.3% | +20.8% | +18.4% | +26.3% |
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