+231.7%
PLD vs PRU
+115.4%
+116.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.2% |
| 7D | -0.8% | +2.4% | -3.2% | -1.8% |
| 30D | -0.3% | +6.1% | -6.4% | -2.7% |
| 3M | -8.0% | -0.7% | -7.3% | -8.0% |
| 6M | -9.8% | +22.1% | -31.9% | -16.8% |
| YTD | +1.8% | +9.8% | -8.0% | -2.6% |
| 1Y | +5.6% | +19.4% | -13.7% | -2.3% |
| 3Y | +33.3% | +50.4% | -17.1% | +12.0% |
| 5Y | +0.3% | +37.2% | -36.9% | -13.7% |
| All | +231.7% | +115.4% | +116.3% | +159.3% |
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