+245.4%
NEE vs PRU
+139.4%
+106.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +1.0% |
| 7D | +1.1% | +1.9% | -0.8% | +0.6% |
| 30D | -0.2% | -0.4% | +0.2% | -0.2% |
| 3M | +0.5% | +16.4% | -15.9% | -3.2% |
| 6M | -6.5% | +26.0% | -32.6% | -11.9% |
| YTD | +6.7% | +9.9% | -3.2% | +3.7% |
| 1Y | +23.6% | +18.8% | +4.8% | +17.7% |
| 3Y | +37.1% | +45.3% | -8.2% | +22.4% |
| 5Y | +10.9% | +45.6% | -34.6% | -2.4% |
| 10Y | +245.4% | +139.6% | +105.7% | +144.5% |
| All | +245.4% | +139.4% | +106.0% | +144.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling