+224.2%
PAAS vs PRU
+55.2%
+169.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.5% | +2.1% |
| 7D | +8.8% | +3.2% | +5.7% | +7.8% |
| 30D | -8.5% | +7.9% | -16.4% | -10.6% |
| 3M | -17.0% | +1.8% | -18.8% | -17.6% |
| 6M | -27.9% | +24.1% | -52.0% | -33.0% |
| YTD | -17.5% | +12.4% | -29.8% | -21.4% |
| 1Y | +22.8% | +20.9% | +1.9% | +14.1% |
| 3Y | +224.2% | +55.5% | +168.7% | +137.2% |
| All | +224.2% | +55.2% | +169.1% | +137.2% |
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 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