+183.1%
LNT vs PRU
+99.2%
+83.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.0% | +3.6% | -2.6% | +0.2% |
| 30D | +9.6% | +8.9% | +0.7% | +7.3% |
| 3M | +5.4% | +0.2% | +5.2% | +5.2% |
| 6M | +3.1% | +23.7% | -20.6% | -2.2% |
| YTD | +16.5% | +13.7% | +2.7% | +12.3% |
| 1Y | +12.3% | +20.6% | -8.3% | +6.6% |
| 3Y | +70.3% | +56.3% | +14.0% | +49.5% |
| 5Y | +56.4% | +42.3% | +14.1% | +38.8% |
| All | +183.1% | +99.2% | +83.9% | +104.1% |
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