+990.2%
IBKR vs PRU
+140.2%
+850.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.8% |
| 7D | -1.3% | -2.3% | +0.9% | -0.1% |
| 30D | -0.2% | -1.7% | +1.5% | +0.6% |
| 3M | +3.0% | +13.2% | -10.3% | -4.1% |
| 6M | +33.9% | +28.8% | +5.1% | +16.1% |
| YTD | +42.5% | +9.8% | +32.7% | +34.7% |
| 1Y | +44.9% | +17.4% | +27.5% | +31.8% |
| 3Y | +293.0% | +44.9% | +248.1% | +218.0% |
| 5Y | +497.7% | +46.6% | +451.0% | +376.2% |
| All | +990.2% | +140.2% | +850.0% | +493.1% |
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