+319.5%
CDW vs PRU
+115.4%
+204.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.4% | +2.5% | +3.7% |
| 7D | +9.3% | +3.2% | +6.1% | +8.0% |
| 30D | +15.8% | +7.9% | +7.9% | +11.8% |
| 3M | +21.8% | +1.8% | +20.0% | +21.0% |
| 6M | +58.8% | +24.1% | +34.6% | +43.0% |
| YTD | +22.8% | +12.4% | +10.4% | +15.2% |
| 1Y | +17.9% | +20.9% | -3.0% | +6.6% |
| 3Y | -17.4% | +55.5% | -72.9% | -35.2% |
| 5Y | -5.7% | +42.7% | -48.4% | -23.9% |
| 10Y | +319.5% | +106.1% | +213.3% | +162.6% |
| All | +319.5% | +115.4% | +204.1% | +162.6% |
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