+11.2%
NOW vs PRU
+28.4%
-17.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.3% | -2.6% | -4.7% |
| 7D | -6.7% | +4.8% | -11.4% | -7.9% |
| 30D | -25.8% | +7.9% | -33.7% | -28.0% |
| 3M | -12.7% | +3.1% | -15.8% | -13.2% |
| 6M | +11.2% | +25.2% | -14.0% | +12.9% |
| All | +11.2% | +28.4% | -17.2% | +12.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling