+235.3%
INTU vs PRU
+115.4%
+119.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.3% | -2.0% |
| 7D | -3.9% | +3.2% | -7.1% | -5.3% |
| 30D | +11.7% | +7.9% | +3.8% | +8.1% |
| 3M | +4.5% | +1.8% | +2.7% | +3.7% |
| 6M | -13.9% | +24.1% | -38.0% | -21.8% |
| YTD | -48.2% | +12.4% | -60.6% | -51.1% |
| 1Y | -47.1% | +20.9% | -68.0% | -51.7% |
| 3Y | -32.5% | +55.5% | -88.0% | -45.8% |
| 5Y | -42.6% | +42.7% | -85.2% | -52.3% |
| 10Y | +235.3% | +106.1% | +129.1% | +114.4% |
| All | +235.3% | +115.4% | +119.9% | +114.4% |
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