+223.4%
INTU vs PRU
+142.7%
+80.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | +1.9% | -8.9% | -7.8% |
| 30D | +1.5% | +2.7% | -1.3% | +0.3% |
| 3M | +10.7% | +19.5% | -8.8% | +2.5% |
| 6M | -23.8% | +26.6% | -50.5% | -31.6% |
| YTD | -49.3% | +12.3% | -61.6% | -52.2% |
| 1Y | -49.7% | +18.0% | -67.7% | -53.6% |
| 3Y | -38.0% | +47.0% | -85.0% | -49.0% |
| 5Y | -38.7% | +48.4% | -87.2% | -50.0% |
| All | +223.4% | +142.7% | +80.7% | +85.7% |
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