+406.7%
BNY vs PRU
+140.2%
+266.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | -1.3% | -2.3% | +1.0% | +0.1% |
| 30D | -0.2% | -1.7% | +1.6% | +0.9% |
| 3M | +14.9% | +13.2% | +1.7% | +6.0% |
| 6M | +40.0% | +28.8% | +11.2% | +18.6% |
| YTD | +42.0% | +9.8% | +32.2% | +32.4% |
| 1Y | +56.9% | +17.4% | +39.5% | +39.9% |
| 3Y | +289.9% | +44.9% | +244.9% | +197.9% |
| 5Y | +259.2% | +46.6% | +212.6% | +171.7% |
| All | +406.7% | +140.2% | +266.5% | +164.1% |
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