+2,802.6%
MULL vs PRU
+19.0%
+2,783.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.0% | +12.8% | +11.8% |
| 7D | +17.3% | +1.9% | +15.4% | +17.3% |
| 30D | +23.5% | +2.7% | +20.8% | +23.5% |
| 3M | -24.0% | +19.5% | -43.4% | -27.1% |
| 6M | +276.7% | +26.6% | +250.1% | +248.5% |
| YTD | +565.1% | +12.3% | +552.7% | +527.2% |
| 1Y | +2,802.6% | +18.0% | +2,784.5% | +2,696.0% |
| All | +2,802.6% | +19.0% | +2,783.6% | +2,696.0% |
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 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