+423.5%
LIN vs PRU
+121.2%
+302.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | +0.6% |
| 7D | +3.6% | +4.8% | -1.2% | +1.6% |
| 30D | +6.4% | +7.9% | -1.5% | +3.1% |
| 3M | +6.5% | +3.1% | +3.4% | +4.9% |
| 6M | +4.9% | +25.2% | -20.4% | -4.7% |
| YTD | +23.4% | +12.7% | +10.7% | +16.3% |
| 1Y | +26.3% | +23.5% | +2.8% | +14.5% |
| 3Y | +38.0% | +50.6% | -12.6% | +12.6% |
| 5Y | +68.0% | +40.9% | +27.1% | +39.1% |
| All | +423.5% | +121.2% | +302.3% | +244.2% |
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