+1,293.1%
MRVL vs PRU
+102.7%
+1,190.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.2% | +9.5% | +9.4% |
| 7D | +5.6% | -2.8% | +8.5% | +7.4% |
| 30D | -36.5% | +8.5% | -45.0% | -39.5% |
| 3M | -20.5% | +1.7% | -22.2% | -22.0% |
| 6M | -1.1% | +24.8% | -25.9% | -13.7% |
| YTD | +99.0% | +13.3% | +85.7% | +81.9% |
| 1Y | +89.3% | +21.4% | +67.9% | +66.8% |
| 3Y | +211.6% | +54.8% | +156.9% | +142.1% |
| 5Y | +134.1% | +42.4% | +91.7% | +91.4% |
| 10Y | +1,293.1% | +98.4% | +1,194.7% | +836.0% |
| All | +1,293.1% | +102.7% | +1,190.4% | +836.0% |
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