-24.6%
KVUE vs PRU
+74.0%
-98.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.1% |
| 7D | -7.2% | -1.9% | -5.3% | -6.8% |
| 30D | -5.7% | -2.6% | -3.1% | -5.1% |
| 3M | +0.2% | +14.7% | -14.5% | -2.9% |
| 6M | 0.0% | +25.7% | -25.7% | -5.0% |
| YTD | +6.5% | +8.3% | -1.8% | +4.2% |
| 1Y | -1.4% | +17.3% | -18.7% | -5.4% |
| 3Y | -5.6% | +43.2% | -48.8% | -13.5% |
| All | -24.6% | +74.0% | -98.6% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling