+154.7%
ETR vs PRU
+56.8%
+98.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +0.5% | +3.6% | -3.1% | -0.2% |
| 30D | +6.4% | +8.9% | -2.5% | +4.5% |
| 3M | +4.0% | +0.2% | +3.8% | +3.8% |
| 6M | -0.5% | +23.7% | -24.2% | -4.9% |
| YTD | +22.4% | +13.7% | +8.7% | +18.9% |
| 1Y | +19.9% | +20.6% | -0.8% | +14.7% |
| 3Y | +154.7% | +56.3% | +98.4% | +108.1% |
| All | +154.7% | +56.8% | +98.0% | +108.1% |
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