+236.3%
IQV vs PRU
+139.1%
+97.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.2% |
| 7D | +0.3% | +1.9% | -1.6% | -0.5% |
| 30D | +8.6% | -0.4% | +9.0% | +8.7% |
| 3M | +41.1% | +16.4% | +24.7% | +31.0% |
| 6M | +48.6% | +26.0% | +22.5% | +32.5% |
| YTD | +15.0% | +9.9% | +5.1% | +9.5% |
| 1Y | +38.1% | +18.8% | +19.3% | +26.6% |
| 3Y | +21.4% | +45.3% | -24.0% | +0.6% |
| 5Y | -1.0% | +45.6% | -46.6% | -19.1% |
| All | +236.3% | +139.1% | +97.2% | +95.2% |
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