+1,449.6%
NET vs PRU
+93.1%
+1,356.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | -7.0% | +1.9% | -8.8% | -7.6% |
| 30D | -4.8% | +2.7% | -7.5% | -5.6% |
| 3M | +3.8% | +19.5% | -15.6% | -2.1% |
| 6M | +50.0% | +26.6% | +23.4% | +38.5% |
| YTD | +41.5% | +12.3% | +29.1% | +35.7% |
| 1Y | +32.8% | +18.0% | +14.8% | +25.2% |
| 3Y | +335.9% | +47.0% | +288.9% | +282.7% |
| 5Y | +113.8% | +48.4% | +65.4% | +89.0% |
| All | +1,449.6% | +93.1% | +1,356.4% | +1,279.2% |
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