+2,783.3%
LIN vs PRU
+806.6%
+1,976.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | -2.1% | +1.9% | -4.0% | -2.7% |
| 30D | -2.4% | +2.7% | -5.1% | -3.3% |
| 3M | -5.6% | +19.5% | -25.0% | -10.9% |
| 6M | -3.4% | +26.6% | -30.0% | -10.8% |
| YTD | +13.1% | +12.3% | +0.8% | +8.2% |
| 1Y | +2.5% | +18.0% | -15.6% | -3.7% |
| 3Y | +27.6% | +47.0% | -19.4% | +10.3% |
| 5Y | +63.0% | +48.4% | +14.6% | +39.4% |
| 10Y | +359.3% | +142.4% | +216.8% | +218.7% |
| All | +2,783.3% | +806.6% | +1,976.8% | +726.8% |
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