+3,068.1%
LIN vs PRU
+840.8%
+2,227.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.6% | -4.0% | +0.5% |
| 7D | +3.3% | +9.8% | -6.5% | +0.2% |
| 30D | +8.8% | +11.6% | -2.8% | +4.9% |
| 3M | +8.6% | +3.7% | +4.9% | +7.1% |
| 6M | +7.0% | +33.0% | -26.0% | -2.7% |
| YTD | +24.3% | +16.6% | +7.7% | +17.3% |
| 1Y | +27.3% | +26.9% | +0.3% | +16.8% |
| 3Y | +38.9% | +55.7% | -16.8% | +17.8% |
| 5Y | +69.4% | +44.5% | +24.9% | +46.0% |
| 10Y | +440.7% | +133.1% | +307.6% | +279.1% |
| All | +3,068.1% | +840.8% | +2,227.3% | +796.5% |
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