+188.9%
PAAS vs PRU
+115.4%
+73.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.9% |
| 7D | +8.4% | +2.4% | +6.0% | +8.0% |
| 30D | -7.2% | +6.1% | -13.3% | -8.1% |
| 3M | -14.0% | -0.7% | -13.3% | -14.0% |
| 6M | -26.8% | +22.1% | -48.8% | -29.3% |
| YTD | -19.8% | +9.8% | -29.6% | -21.3% |
| 1Y | +22.8% | +19.4% | +3.5% | +18.8% |
| 3Y | +183.6% | +50.4% | +133.3% | +163.9% |
| 5Y | +73.8% | +37.2% | +36.7% | +63.1% |
| All | +188.9% | +115.4% | +73.5% | +174.1% |
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 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