+236.7%
INTU vs PRU
+99.2%
+137.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | +0.1% | +3.6% | -3.6% | -1.5% |
| 30D | +10.1% | +8.9% | +1.2% | +6.1% |
| 3M | -4.2% | +0.2% | -4.4% | -4.3% |
| 6M | -7.2% | +23.7% | -31.0% | -15.7% |
| YTD | -47.7% | +13.7% | -61.4% | -50.9% |
| 1Y | -46.7% | +20.6% | -67.3% | -51.2% |
| 3Y | -34.1% | +56.3% | -90.4% | -47.2% |
| 5Y | -43.3% | +42.3% | -85.6% | -52.9% |
| All | +236.7% | +99.2% | +137.5% | +109.0% |
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