+208.7%
NXPI vs PRU
+107.2%
+101.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.4% |
| 7D | -0.5% | +3.8% | -4.2% | -2.6% |
| 30D | +15.0% | +9.0% | +5.9% | +9.4% |
| 3M | +12.6% | +2.1% | +10.4% | +11.0% |
| 6M | -10.6% | +25.4% | -36.0% | -21.9% |
| YTD | +22.1% | +13.5% | +8.6% | +12.1% |
| 1Y | +29.8% | +21.3% | +8.4% | +14.8% |
| 3Y | +47.8% | +55.1% | -7.4% | +13.4% |
| 5Y | +33.9% | +43.6% | -9.7% | +6.5% |
| 10Y | +208.7% | +99.2% | +109.5% | +102.7% |
| All | +208.7% | +107.2% | +101.5% | +102.7% |
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