+176.6%
P vs PRU
+46.4%
+130.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.2% | +4.7% |
| 7D | -23.8% | +2.4% | -26.2% | -24.6% |
| 30D | -36.6% | +6.1% | -42.7% | -38.5% |
| 3M | +10.9% | -0.7% | +11.6% | +11.1% |
| 6M | +30.0% | +22.1% | +7.9% | +17.0% |
| YTD | +44.4% | +9.8% | +34.6% | +36.4% |
| 1Y | +3.9% | +19.4% | -15.4% | -6.5% |
| 3Y | +176.6% | +50.4% | +126.2% | +106.1% |
| All | +176.6% | +46.4% | +130.2% | +106.1% |
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