+185.5%
PAAS vs PRU
+107.2%
+78.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.0% | -6.9% | -6.0% |
| 7D | +4.2% | +3.8% | +0.4% | +3.5% |
| 30D | -13.8% | +9.0% | -22.8% | -15.1% |
| 3M | -22.7% | +2.1% | -24.9% | -23.1% |
| 6M | -32.1% | +25.4% | -57.5% | -34.8% |
| YTD | -22.3% | +13.5% | -35.8% | -24.3% |
| 1Y | +7.7% | +21.3% | -13.7% | +3.8% |
| 3Y | +214.0% | +55.1% | +158.9% | +190.3% |
| 5Y | +63.2% | +43.6% | +19.6% | +51.9% |
| 10Y | +185.5% | +99.2% | +86.3% | +160.2% |
| All | +185.5% | +107.2% | +78.3% | +160.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling