+708.5%
PH vs PRU
+98.4%
+610.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +6.9% | -2.8% | +9.7% | +8.9% |
| 30D | +1.7% | +8.5% | -6.8% | -4.6% |
| 3M | -8.1% | +1.7% | -9.9% | -10.0% |
| 6M | +11.5% | +24.8% | -13.3% | -5.6% |
| YTD | +11.4% | +13.3% | -1.9% | -0.1% |
| 1Y | +14.1% | +21.4% | -7.3% | -2.6% |
| 3Y | +138.2% | +54.8% | +83.5% | +68.9% |
| 5Y | +216.0% | +42.4% | +173.6% | +134.4% |
| All | +708.5% | +98.4% | +610.1% | +320.1% |
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