-0.8%
FISV vs PRU
+22.1%
-22.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.9% |
| 7D | +8.4% | +3.8% | +4.6% | +5.8% |
| 30D | +38.8% | +9.0% | +29.7% | +31.8% |
| 3M | +21.3% | +2.1% | +19.1% | +19.3% |
| 6M | +14.1% | +25.4% | -11.3% | +2.5% |
| YTD | -5.7% | +13.5% | -19.2% | -10.8% |
| 1Y | -0.8% | +21.3% | -22.1% | -9.7% |
| All | -0.8% | +22.1% | -22.8% | -9.7% |
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