+33.2%
DLTR vs PRU
+45.5%
-12.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.5% | -4.8% |
| 7D | -5.8% | +1.9% | -7.7% | -6.5% |
| 30D | -5.2% | -0.4% | -4.8% | -5.1% |
| 3M | +15.2% | +16.4% | -1.2% | +8.8% |
| 6M | +7.1% | +26.0% | -18.9% | -2.0% |
| YTD | +0.8% | +9.9% | -9.1% | -3.2% |
| 1Y | +24.8% | +18.8% | +6.0% | +16.5% |
| 3Y | +6.9% | +45.3% | -38.4% | -9.2% |
| 5Y | +33.2% | +45.6% | -12.3% | +13.6% |
| All | +33.2% | +45.5% | -12.2% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling