+1,668.3%
PLTR vs PRU
+162.4%
+1,505.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.6% |
| 7D | +4.7% | +3.6% | +1.1% | +2.8% |
| 30D | -16.4% | +8.9% | -25.3% | -20.5% |
| 3M | -6.2% | +0.2% | -6.3% | -6.7% |
| 6M | +29.2% | +23.7% | +5.4% | +14.0% |
| YTD | -5.5% | +13.7% | -19.2% | -13.0% |
| 1Y | -2.4% | +20.6% | -23.0% | -13.2% |
| 3Y | +752.3% | +56.3% | +696.0% | +566.3% |
| 5Y | +635.8% | +42.3% | +593.5% | +499.8% |
| All | +1,668.3% | +162.4% | +1,505.9% | +1,390.0% |
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 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