+171.7%
EQX vs PRU
+42.2%
+129.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | +1.7% | -1.9% | +3.6% | +2.1% |
| 30D | +11.1% | -2.6% | +13.7% | +11.5% |
| 3M | +23.1% | +14.7% | +8.4% | +20.0% |
| 6M | -21.8% | +25.7% | -47.5% | -24.8% |
| YTD | -8.1% | +8.3% | -16.4% | -10.4% |
| 1Y | +29.7% | +17.3% | +12.4% | +25.0% |
| All | +171.7% | +42.2% | +129.4% | +128.7% |
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 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