+2,292.3%
MULL vs PRU
+18.6%
+2,273.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.9% | -2.9% |
| 7D | +14.0% | +1.9% | +12.1% | +13.9% |
| 30D | +24.8% | -0.4% | +25.2% | +24.8% |
| 3M | -16.1% | +16.4% | -32.5% | -20.2% |
| 6M | +330.9% | +26.0% | +304.9% | +284.3% |
| YTD | +545.0% | +9.9% | +535.1% | +505.6% |
| All | +2,292.3% | +18.6% | +2,273.7% | +2,157.4% |
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