-36.0%
PINS vs PRU
+50.4%
-86.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.3% | -3.4% | -4.5% |
| 7D | -0.7% | +4.8% | -5.4% | -3.6% |
| 30D | -1.2% | +7.9% | -9.1% | -6.1% |
| 3M | -15.3% | +3.1% | -18.4% | -17.0% |
| 6M | -11.2% | +25.2% | -36.4% | -23.6% |
| YTD | -23.6% | +12.7% | -36.3% | -29.7% |
| 1Y | -23.1% | +23.5% | -46.6% | -33.8% |
| All | -36.0% | +50.4% | -86.4% | -51.2% |
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