-2.2%
LYV vs PRU
+18.7%
-21.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -1.9% | -2.3% | +0.3% | -1.2% |
| 30D | -8.2% | -1.7% | -6.5% | -7.7% |
| 3M | -1.3% | +13.2% | -14.5% | -5.2% |
| 6M | +2.6% | +28.8% | -26.2% | -5.8% |
| YTD | +19.4% | +9.8% | +9.6% | +15.9% |
| 1Y | -2.2% | +17.4% | -19.6% | -9.3% |
| All | -2.2% | +18.7% | -21.0% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling