+102.1%
DASH vs PRU
+50.4%
+51.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.3% | -6.1% | -7.8% |
| 7D | +0.5% | +4.8% | -4.3% | -1.3% |
| 30D | -7.1% | +7.9% | -14.9% | -9.9% |
| 3M | -13.2% | +3.1% | -16.3% | -14.1% |
| 6M | +8.3% | +25.2% | -16.9% | -1.3% |
| YTD | -20.6% | +12.7% | -33.3% | -24.7% |
| 1Y | -24.4% | +23.5% | -47.9% | -30.9% |
| All | +102.1% | +50.4% | +51.7% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling