-3.7%
FISV vs PRU
+27.9%
-31.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.6% | -0.3% | +2.2% |
| 7D | +29.6% | +9.8% | +19.9% | +22.7% |
| 30D | +34.5% | +11.6% | +22.9% | +26.1% |
| 3M | +11.2% | +3.7% | +7.6% | +8.5% |
| 6M | -1.2% | +33.0% | -34.2% | -14.0% |
| YTD | -7.6% | +16.6% | -24.2% | -14.0% |
| 1Y | -3.7% | +26.9% | -30.7% | -15.0% |
| All | -3.7% | +27.9% | -31.6% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling