+23.3%
BTDR vs PRU
+50.8%
-27.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -1.8% |
| 7D | +14.8% | -1.9% | +16.7% | +16.2% |
| 30D | +41.8% | -2.6% | +44.4% | +43.7% |
| 3M | -29.2% | +14.7% | -43.9% | -35.6% |
| 6M | +66.2% | +25.7% | +40.5% | +42.9% |
| YTD | +10.0% | +8.3% | +1.7% | +3.6% |
| 1Y | -11.0% | +17.3% | -28.3% | -20.5% |
| 3Y | +6.9% | +43.2% | -36.2% | -2.9% |
| 5Y | +24.7% | +43.5% | -18.8% | +13.4% |
| All | +23.3% | +50.8% | -27.5% | +13.0% |
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