+712.5%
NVT vs PRU
+65.9%
+646.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.6% |
| 7D | +2.0% | -3.8% | +5.9% | +4.6% |
| 30D | -7.2% | -2.0% | -5.2% | -6.0% |
| 3M | -0.9% | +14.0% | -14.9% | -9.9% |
| 6M | +42.6% | +27.2% | +15.3% | +19.7% |
| YTD | +52.9% | +9.1% | +43.8% | +41.3% |
| 1Y | +64.5% | +18.1% | +46.4% | +43.4% |
| 3Y | +178.0% | +44.3% | +133.7% | +109.0% |
| 5Y | +402.8% | +45.7% | +357.1% | +269.6% |
| All | +712.5% | +65.9% | +646.6% | +409.4% |
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