-86.1%
OPEN vs PRU
+20.9%
-107.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -4.5% |
| 7D | -15.0% | +3.6% | -18.6% | -17.8% |
| 30D | -40.2% | +8.9% | -49.1% | -43.0% |
| 3M | -67.4% | +0.2% | -67.6% | -67.5% |
| 6M | -74.0% | +23.7% | -97.8% | -76.6% |
| YTD | -79.6% | +13.7% | -93.3% | -81.8% |
| 1Y | -86.1% | +20.6% | -106.7% | -88.2% |
| All | -86.1% | +20.9% | -107.0% | -88.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling