+565.2%
FLEX vs PRU
+115.4%
+449.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +6.2% |
| 7D | -19.3% | +2.4% | -21.7% | -21.0% |
| 30D | -41.5% | +6.1% | -47.7% | -44.2% |
| 3M | -43.1% | -0.7% | -42.4% | -43.5% |
| 6M | -48.2% | +22.1% | -70.3% | -55.2% |
| YTD | +15.5% | +9.8% | +5.7% | +6.2% |
| 1Y | +10.2% | +19.4% | -9.1% | -3.9% |
| 3Y | +256.8% | +50.4% | +206.4% | +164.7% |
| 5Y | +408.2% | +37.2% | +371.0% | +295.5% |
| All | +565.2% | +115.4% | +449.8% | +326.1% |
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 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