+14.1%
EQX vs PRU
+18.5%
-4.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.8% | -5.2% |
| 7D | -7.0% | -3.8% | -3.2% | -6.2% |
| 30D | +4.8% | -2.0% | +6.9% | +5.1% |
| 3M | +25.6% | +14.0% | +11.7% | +20.5% |
| 6M | -25.8% | +27.2% | -53.1% | -30.1% |
| YTD | -12.7% | +9.1% | -21.8% | -19.6% |
| 1Y | +14.1% | +18.1% | -4.0% | +5.7% |
| All | +14.1% | +18.5% | -4.4% | +5.7% |
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