+237.9%
INTU vs PRU
+107.2%
+130.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | +0.2% |
| 7D | -1.2% | +3.8% | -5.0% | -2.9% |
| 30D | +12.4% | +9.0% | +3.4% | +8.4% |
| 3M | +2.3% | +2.1% | +0.1% | +1.3% |
| 6M | -13.3% | +25.4% | -38.7% | -21.7% |
| YTD | -47.9% | +13.5% | -61.4% | -51.0% |
| 1Y | -47.2% | +21.3% | -68.5% | -51.8% |
| 3Y | -33.9% | +55.1% | -89.0% | -46.9% |
| 5Y | -41.3% | +43.6% | -84.9% | -51.5% |
| 10Y | +237.9% | +99.2% | +138.6% | +111.0% |
| All | +237.9% | +107.2% | +130.7% | +111.0% |
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