-81.1%
PATH vs PRU
+67.0%
-148.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -1.6% |
| 7D | -5.6% | +4.8% | -10.4% | -8.4% |
| 30D | -0.7% | +7.9% | -8.5% | -5.5% |
| 3M | -5.9% | +3.1% | -9.0% | -7.7% |
| 6M | +21.6% | +25.2% | -3.6% | +5.4% |
| YTD | -20.6% | +12.7% | -33.4% | -27.1% |
| 1Y | -10.6% | +23.5% | -34.1% | -22.7% |
| 3Y | -24.9% | +50.6% | -75.5% | -45.3% |
| 5Y | -76.8% | +40.9% | -117.7% | -82.1% |
| All | -81.1% | +67.0% | -148.1% | -82.3% |
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