+183.8%
LNT vs PRU
+98.4%
+85.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -0.2% | -2.8% | +2.6% | +0.5% |
| 30D | +11.6% | +8.5% | +3.1% | +9.4% |
| 3M | +8.2% | +1.7% | +6.4% | +7.6% |
| 6M | +3.1% | +24.8% | -21.6% | -2.4% |
| YTD | +16.8% | +13.3% | +3.5% | +12.7% |
| 1Y | +11.6% | +21.4% | -9.8% | +5.8% |
| 3Y | +67.4% | +54.8% | +12.6% | +47.3% |
| 5Y | +56.8% | +42.4% | +14.4% | +39.1% |
| All | +183.8% | +98.4% | +85.4% | +104.8% |
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 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