+218.3%
C vs PRU
+102.7%
+115.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.8% |
| 7D | -0.4% | -2.8% | +2.4% | +1.9% |
| 30D | -5.3% | +8.5% | -13.8% | -11.7% |
| 3M | -8.0% | +1.7% | -9.8% | -9.7% |
| 6M | -0.3% | +24.8% | -25.0% | -17.4% |
| YTD | +8.6% | +13.3% | -4.6% | -3.4% |
| 1Y | +25.8% | +21.4% | +4.4% | +5.6% |
| 3Y | +221.2% | +54.8% | +166.4% | +118.2% |
| 5Y | +113.6% | +42.4% | +71.2% | +53.1% |
| 10Y | +218.3% | +98.4% | +119.9% | +55.0% |
| All | +218.3% | +102.7% | +115.6% | +55.0% |
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