+211.0%
PDD vs PRU
+83.3%
+127.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.4% |
| 7D | +5.6% | +2.4% | +3.2% | +4.9% |
| 30D | +5.8% | +6.1% | -0.4% | +4.0% |
| 3M | -8.6% | -0.7% | -7.9% | -8.7% |
| 6M | -18.8% | +22.1% | -40.9% | -23.3% |
| YTD | -26.8% | +9.8% | -36.6% | -29.0% |
| 1Y | -39.3% | +19.4% | -58.6% | -42.4% |
| 3Y | -22.5% | +50.4% | -72.9% | -31.9% |
| 5Y | -0.8% | +37.2% | -37.9% | -10.9% |
| All | +211.0% | +83.3% | +127.7% | +174.3% |
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