+9.2%
EQX vs PRU
+27.9%
-18.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +6.6% | +6.2% | +9.7% |
| 7D | +7.6% | +9.8% | -2.1% | +3.7% |
| 30D | +0.4% | +11.6% | -11.1% | -3.8% |
| 3M | +18.0% | +3.7% | +14.3% | +15.3% |
| 6M | -18.4% | +33.0% | -51.3% | -27.1% |
| YTD | -19.3% | +16.6% | -35.9% | -29.1% |
| 1Y | +9.2% | +26.9% | -17.7% | -7.2% |
| All | +9.2% | +27.9% | -18.6% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling