+12.9%
LUV vs PRU
+97.4%
-84.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | +11.3% | +7.9% | +3.3% | +6.0% |
| 3M | +1.0% | +0.9% | +0.1% | +0.6% |
| 6M | +15.6% | +22.4% | -6.8% | +1.2% |
| YTD | +10.9% | +12.7% | -1.8% | +1.9% |
| 1Y | +38.1% | +19.6% | +18.5% | +22.3% |
| 3Y | +108.2% | +54.0% | +54.2% | +55.5% |
| 5Y | +1.7% | +41.0% | -39.3% | -20.8% |
| All | +12.9% | +97.4% | -84.5% | -37.1% |
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