+49.9%
MSTR vs PRU
+36.1%
+13.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +2.4% |
| 7D | -1.2% | +2.4% | -3.6% | -3.5% |
| 30D | -15.9% | +6.1% | -22.1% | -21.1% |
| 3M | +33.1% | -0.7% | +33.9% | +33.7% |
| 6M | -31.0% | +22.1% | -53.1% | -44.3% |
| YTD | -15.1% | +9.8% | -24.9% | -23.5% |
| 1Y | -45.6% | +19.4% | -65.0% | -55.4% |
| 3Y | +180.5% | +50.4% | +130.1% | +73.8% |
| All | +49.9% | +36.1% | +13.8% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling