+408.1%
CAH vs PRU
+107.2%
+300.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | +9.4% | +3.8% | +5.6% | +7.7% |
| 30D | +16.5% | +9.0% | +7.5% | +12.5% |
| 3M | +17.0% | +2.1% | +14.8% | +15.8% |
| 6M | +51.4% | +25.4% | +26.0% | +38.0% |
| YTD | +36.0% | +13.5% | +22.4% | +28.2% |
| 1Y | +36.0% | +21.3% | +14.7% | +24.7% |
| 3Y | +177.5% | +55.1% | +122.4% | +123.7% |
| 5Y | +509.2% | +43.6% | +465.6% | +396.4% |
| 10Y | +408.1% | +99.2% | +308.9% | +246.8% |
| All | +408.1% | +107.2% | +300.9% | +246.8% |
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