+27.4%
FISV vs PRU
+99.2%
-71.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.3% |
| 7D | +1.4% | +3.6% | -2.2% | -0.1% |
| 30D | +38.4% | +8.9% | +29.6% | +33.4% |
| 3M | +14.9% | +0.2% | +14.7% | +14.8% |
| 6M | +21.8% | +23.7% | -1.9% | +10.9% |
| YTD | -5.0% | +13.7% | -18.8% | -10.5% |
| 1Y | -1.2% | +20.6% | -21.8% | -9.3% |
| 3Y | -47.5% | +56.3% | -103.9% | -57.8% |
| 5Y | -36.7% | +42.3% | -79.1% | -47.6% |
| All | +27.4% | +99.2% | -71.8% | -19.4% |
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