-89.0%
OPEN vs PRU
+167.2%
-256.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -4.3% |
| 7D | -15.0% | +3.6% | -18.6% | -17.1% |
| 30D | -40.2% | +8.9% | -49.1% | -42.8% |
| 3M | -67.4% | +0.2% | -67.6% | -67.2% |
| 6M | -74.0% | +23.7% | -97.8% | -77.1% |
| YTD | -79.6% | +13.7% | -93.3% | -81.2% |
| 1Y | -86.1% | +20.6% | -106.7% | -87.7% |
| 3Y | -41.4% | +56.3% | -97.7% | -55.3% |
| 5Y | -94.9% | +42.3% | -137.2% | -95.9% |
| All | -89.0% | +167.2% | -256.2% | -90.4% |
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