+15.2%
PLD vs PRU
+48.6%
-33.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.3% |
| 7D | -2.4% | +1.9% | -4.2% | -3.3% |
| 30D | -2.4% | +2.7% | -5.1% | -3.8% |
| 3M | -3.8% | +19.5% | -23.3% | -11.9% |
| 6M | 0.0% | +26.6% | -26.6% | -11.1% |
| YTD | +9.2% | +12.3% | -3.1% | +2.5% |
| 1Y | +25.9% | +18.0% | +7.9% | +14.9% |
| 3Y | +21.3% | +47.0% | -25.7% | -2.7% |
| All | +15.2% | +48.6% | -33.3% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling