+653.8%
ETSY vs PRU
+102.7%
+551.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | -8.2% | -2.8% | -5.4% | -7.2% |
| 30D | +14.8% | +8.5% | +6.3% | +11.5% |
| 3M | +11.2% | +1.7% | +9.4% | +10.5% |
| 6M | +47.6% | +24.8% | +22.8% | +35.6% |
| YTD | +59.4% | +13.3% | +46.1% | +51.1% |
| 1Y | +38.6% | +21.4% | +17.2% | +27.8% |
| 3Y | +39.7% | +54.8% | -15.1% | +15.8% |
| 5Y | -65.1% | +42.4% | -107.5% | -70.1% |
| 10Y | +653.8% | +98.4% | +555.4% | +376.4% |
| All | +653.8% | +102.7% | +551.2% | +376.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling