-41.4%
OPEN vs PRU
+56.8%
-98.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -4.5% |
| 7D | -15.0% | +3.6% | -18.6% | -17.7% |
| 30D | -40.2% | +8.9% | -49.1% | -43.5% |
| 3M | -67.4% | +0.2% | -67.6% | -67.2% |
| 6M | -74.0% | +23.7% | -97.8% | -77.9% |
| YTD | -79.6% | +13.7% | -93.3% | -81.6% |
| 1Y | -86.1% | +20.6% | -106.7% | -88.1% |
| 3Y | -41.4% | +56.3% | -97.7% | -71.8% |
| All | -41.4% | +56.8% | -98.1% | -71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling