-16.8%
OPEN vs PRU
+47.2%
-63.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.4% |
| 7D | -4.3% | +1.9% | -6.1% | -5.7% |
| 30D | -16.2% | +2.7% | -18.9% | -18.2% |
| 3M | -36.4% | +19.5% | -55.8% | -44.9% |
| 6M | -35.5% | +26.6% | -62.1% | -47.0% |
| YTD | -46.0% | +12.3% | -58.3% | -51.3% |
| 1Y | -47.1% | +18.0% | -65.2% | -54.4% |
| All | -16.8% | +47.2% | -63.9% | -49.7% |
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 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