+2,494.8%
NVDL vs PRU
+36.1%
+2,458.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.8% | -5.5% | -5.2% |
| 7D | -8.7% | -3.8% | -4.9% | -6.1% |
| 30D | -1.3% | -2.0% | +0.7% | +0.1% |
| 3M | +11.4% | +14.0% | -2.6% | -0.3% |
| 6M | +22.9% | +27.2% | -4.4% | +0.3% |
| YTD | +15.4% | +9.1% | +6.3% | +6.3% |
| 1Y | +18.8% | +18.1% | +0.7% | +1.9% |
| 3Y | +641.4% | +44.3% | +597.1% | +435.9% |
| All | +2,494.8% | +36.1% | +2,458.7% | +1,939.4% |
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