+81.2%
EQX vs PRU
+43.4%
+37.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -5.8% | -5.3% |
| 7D | -7.0% | -3.8% | -3.2% | -6.1% |
| 30D | +4.8% | -2.0% | +6.9% | +5.3% |
| 3M | +25.6% | +14.0% | +11.7% | +21.0% |
| 6M | -25.8% | +27.2% | -53.1% | -30.5% |
| YTD | -12.7% | +9.1% | -21.8% | -15.5% |
| 1Y | +14.1% | +18.1% | -4.0% | +8.1% |
| 3Y | +165.7% | +44.3% | +121.5% | +126.6% |
| 5Y | +81.2% | +45.7% | +35.5% | +57.6% |
| All | +81.2% | +43.4% | +37.8% | +57.6% |
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