+1,588.2%
PLTR vs PRU
+153.3%
+1,434.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.9% |
| 7D | -12.9% | +2.4% | -15.3% | -14.2% |
| 30D | -17.4% | +6.1% | -23.5% | -20.4% |
| 3M | +2.9% | -0.7% | +3.6% | +2.8% |
| 6M | +19.9% | +22.1% | -2.2% | +6.5% |
| YTD | -9.8% | +9.8% | -19.6% | -15.4% |
| 1Y | -8.4% | +19.4% | -27.7% | -18.1% |
| 3Y | +765.0% | +50.4% | +714.7% | +590.4% |
| 5Y | +516.8% | +37.2% | +479.7% | +412.4% |
| All | +1,588.2% | +153.3% | +1,434.9% | +1,349.7% |
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