+253.8%
INTC vs PRU
+139.4%
+114.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.2% | +11.2% | +10.1% |
| 7D | +17.4% | +1.9% | +15.5% | +16.2% |
| 30D | +2.8% | -0.4% | +3.2% | +2.8% |
| 3M | -5.3% | +16.4% | -21.7% | -12.9% |
| 6M | +140.6% | +26.0% | +114.6% | +111.7% |
| YTD | +183.1% | +9.9% | +173.2% | +166.0% |
| 1Y | +326.8% | +18.8% | +308.0% | +284.0% |
| 3Y | +179.4% | +45.3% | +134.1% | +132.3% |
| 5Y | +111.7% | +45.6% | +66.2% | +73.8% |
| 10Y | +253.8% | +139.6% | +114.2% | +129.9% |
| All | +253.8% | +139.4% | +114.5% | +129.9% |
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