+662.6%
ETSY vs PRU
+99.2%
+563.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -1.0% | +3.6% | -4.6% | -2.4% |
| 30D | +7.3% | +8.9% | -1.5% | +4.1% |
| 3M | +10.3% | +0.2% | +10.1% | +10.3% |
| 6M | +55.1% | +23.7% | +31.3% | +42.9% |
| YTD | +60.5% | +13.7% | +46.8% | +51.9% |
| 1Y | +52.2% | +20.6% | +31.6% | +40.7% |
| 3Y | +40.8% | +56.3% | -15.5% | +16.3% |
| 5Y | -67.3% | +42.3% | -109.6% | -72.0% |
| All | +662.6% | +99.2% | +563.4% | +382.9% |
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