+584.3%
NUE vs PRU
+135.5%
+448.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.6% |
| 7D | -2.3% | -1.9% | -0.4% | -1.1% |
| 30D | -6.1% | -2.6% | -3.5% | -4.5% |
| 3M | +1.7% | +14.7% | -13.0% | -7.3% |
| 6M | +53.1% | +25.7% | +27.4% | +30.9% |
| YTD | +59.0% | +8.3% | +50.8% | +49.1% |
| 1Y | +85.3% | +17.3% | +68.0% | +64.1% |
| 3Y | +63.2% | +43.2% | +20.1% | +25.3% |
| 5Y | +146.8% | +43.5% | +103.3% | +88.4% |
| 10Y | +584.3% | +134.6% | +449.7% | +239.4% |
| All | +584.3% | +135.5% | +448.8% | +239.4% |
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