+16.9%
NU vs PRU
+47.8%
-30.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.9% |
| 7D | +4.0% | +3.8% | +0.3% | +1.4% |
| 30D | -25.1% | +9.0% | -34.1% | -29.5% |
| 3M | -12.8% | +2.1% | -15.0% | -14.3% |
| 6M | -12.5% | +25.4% | -37.9% | -24.9% |
| YTD | -27.8% | +13.5% | -41.4% | -34.3% |
| 1Y | -24.6% | +21.3% | -45.9% | -34.4% |
| 3Y | +41.8% | +55.1% | -13.3% | -0.2% |
| All | +16.9% | +47.8% | -30.8% | -16.6% |
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