+209.9%
MET vs PRU
+115.4%
+94.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.1% | +1.5% |
| 7D | +1.3% | +3.2% | -1.9% | -1.5% |
| 30D | +4.0% | +7.9% | -3.9% | -2.7% |
| 3M | +4.6% | +1.8% | +2.8% | +2.8% |
| 6M | +32.8% | +24.1% | +8.7% | +10.2% |
| YTD | +32.3% | +12.4% | +19.9% | +18.8% |
| 1Y | +37.1% | +20.9% | +16.2% | +15.6% |
| 3Y | +86.8% | +55.5% | +31.4% | +26.7% |
| 5Y | +87.4% | +42.7% | +44.7% | +35.4% |
| 10Y | +209.9% | +106.1% | +103.8% | +49.2% |
| All | +209.9% | +115.4% | +94.5% | +49.2% |
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