+504.6%
NOW vs PRU
+115.4%
+389.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.1% |
| 7D | -3.1% | +3.2% | -6.2% | -4.3% |
| 30D | -27.0% | +7.9% | -35.0% | -29.3% |
| 3M | -17.7% | +1.8% | -19.5% | -18.5% |
| 6M | +12.7% | +24.1% | -11.4% | +3.7% |
| YTD | -32.9% | +12.4% | -45.3% | -36.2% |
| 1Y | -40.4% | +20.9% | -61.3% | -44.9% |
| 3Y | -17.1% | +55.5% | -72.6% | -30.6% |
| 5Y | -25.7% | +42.7% | -68.3% | -36.2% |
| 10Y | +504.6% | +106.1% | +398.5% | +366.2% |
| All | +504.6% | +115.4% | +389.2% | +366.2% |
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