+7.0%
LIN vs PRU
+32.7%
-25.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.6% | -4.0% | +1.3% |
| 7D | +3.3% | +9.8% | -6.5% | +1.5% |
| 30D | +8.8% | +11.6% | -2.8% | +6.6% |
| 3M | +8.6% | +3.7% | +4.9% | +8.0% |
| 6M | +7.0% | +33.0% | -26.0% | -1.0% |
| All | +7.0% | +32.7% | -25.7% | -1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling