-3.0%
FISV vs PRU
+135.5%
-138.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.7% |
| 7D | -6.4% | -1.9% | -4.5% | -5.6% |
| 30D | -6.8% | -2.6% | -4.2% | -5.7% |
| 3M | -10.0% | +14.7% | -24.7% | -15.1% |
| 6M | -20.6% | +25.7% | -46.3% | -28.2% |
| YTD | -27.6% | +8.3% | -35.8% | -30.2% |
| 1Y | -64.3% | +17.3% | -81.7% | -66.8% |
| 3Y | -60.0% | +43.2% | -103.2% | -66.5% |
| 5Y | -57.7% | +43.5% | -101.2% | -65.0% |
| 10Y | -3.0% | +134.6% | -137.5% | -40.1% |
| All | -3.0% | +135.5% | -138.5% | -40.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling