-30.2%
OPEN vs PRU
+55.2%
-85.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.6% | -1.4% |
| 7D | -21.7% | +3.2% | -24.8% | -22.8% |
| 30D | -36.5% | +7.9% | -44.4% | -39.5% |
| 3M | -59.5% | +1.8% | -61.3% | -59.7% |
| 6M | -71.9% | +24.1% | -96.0% | -76.1% |
| YTD | -75.8% | +12.4% | -88.2% | -77.9% |
| 1Y | -78.5% | +20.9% | -99.4% | -81.6% |
| 3Y | -30.2% | +55.5% | -85.7% | -67.6% |
| All | -30.2% | +55.2% | -85.4% | -67.6% |
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