-20.4%
KVUE vs PRU
+80.5%
-100.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.9% |
| 7D | -2.2% | +1.9% | -4.1% | -2.7% |
| 30D | -3.7% | +2.7% | -6.4% | -4.3% |
| 3M | +12.3% | +19.5% | -7.2% | +7.8% |
| 6M | +5.4% | +26.6% | -21.2% | -0.1% |
| YTD | +12.4% | +12.3% | +0.1% | +9.1% |
| 1Y | -4.4% | +18.0% | -22.4% | -8.4% |
| 3Y | -7.5% | +47.0% | -54.6% | -16.1% |
| All | -20.4% | +80.5% | -100.9% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling