+12.1%
FISV vs PRU
+20.0%
-7.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.9% | +2.1% |
| 7D | +25.7% | +2.4% | +23.3% | +23.0% |
| 30D | +38.8% | +6.1% | +32.7% | +32.5% |
| 3M | +16.2% | -0.7% | +16.9% | +16.0% |
| 6M | +12.1% | +22.1% | -10.0% | +8.2% |
| All | +12.1% | +20.0% | -7.9% | +8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling