-93.3%
OPEN vs PRU
+42.9%
-136.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.0% | -8.1% | -8.1% |
| 7D | -24.7% | +3.8% | -28.5% | -26.6% |
| 30D | -41.0% | +9.0% | -50.0% | -45.0% |
| 3M | -62.4% | +2.1% | -64.5% | -62.7% |
| 6M | -73.9% | +25.4% | -99.3% | -78.9% |
| YTD | -77.5% | +13.5% | -91.0% | -80.2% |
| 1Y | -83.6% | +21.3% | -104.9% | -86.5% |
| 3Y | -37.0% | +55.1% | -92.1% | -62.7% |
| 5Y | -93.3% | +43.6% | -136.9% | -95.4% |
| All | -93.3% | +42.9% | -136.2% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling