+2,538.2%
MUU vs PRU
+7.3%
+2,531.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -0.5% |
| 7D | +13.9% | +1.9% | +12.0% | +11.3% |
| 30D | +24.8% | -0.4% | +25.2% | +24.6% |
| 3M | -15.7% | +16.4% | -32.2% | -33.7% |
| 6M | +338.9% | +26.0% | +312.8% | +196.6% |
| YTD | +563.2% | +9.9% | +553.2% | +452.6% |
| 1Y | +2,577.5% | +18.8% | +2,558.7% | +1,823.5% |
| All | +2,538.2% | +7.3% | +2,531.0% | +1,906.7% |
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