+1,714.7%
PLTR vs PRU
+161.3%
+1,553.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +0.4% | -2.8% | +3.2% | +2.1% |
| 30D | -17.5% | +8.5% | -26.0% | -21.4% |
| 3M | -1.5% | +1.7% | -3.2% | -2.8% |
| 6M | +25.9% | +24.8% | +1.2% | +10.6% |
| YTD | -3.0% | +13.3% | -16.3% | -10.5% |
| 1Y | -9.7% | +21.4% | -31.1% | -20.0% |
| 3Y | +776.5% | +54.8% | +721.7% | +588.6% |
| 5Y | +649.9% | +42.4% | +607.5% | +512.8% |
| All | +1,714.7% | +161.3% | +1,553.4% | +1,432.8% |
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