+417.5%
LIN vs PRU
+115.4%
+302.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.1% |
| 7D | +0.2% | +2.4% | -2.2% | -0.8% |
| 30D | +6.5% | +6.1% | +0.3% | +3.8% |
| 3M | +5.5% | -0.7% | +6.2% | +5.5% |
| 6M | +3.3% | +22.1% | -18.7% | -5.1% |
| YTD | +22.0% | +9.8% | +12.3% | +16.2% |
| 1Y | +25.7% | +19.4% | +6.4% | +15.6% |
| 3Y | +36.2% | +50.4% | -14.1% | +11.2% |
| 5Y | +66.1% | +37.2% | +28.9% | +39.0% |
| All | +417.5% | +115.4% | +302.1% | +243.9% |
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