+29.5%
MNST vs PRU
+22.1%
+7.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | -3.9% | +3.8% | -7.7% | -4.7% |
| 30D | +3.9% | +9.0% | -5.1% | +2.0% |
| 3M | -0.8% | +2.1% | -3.0% | -1.4% |
| 6M | +5.1% | +25.4% | -20.3% | +1.7% |
| YTD | +18.3% | +13.5% | +4.8% | +11.9% |
| 1Y | +29.5% | +21.3% | +8.1% | +24.4% |
| All | +29.5% | +22.1% | +7.4% | +24.4% |
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