+826.1%
PLTR vs PRU
+55.2%
+770.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +3.9% |
| 7D | -5.1% | +3.2% | -8.3% | -7.2% |
| 30D | -19.1% | +7.9% | -27.0% | -23.5% |
| 3M | -1.6% | +1.8% | -3.4% | -3.3% |
| 6M | +22.8% | +24.1% | -1.3% | +4.2% |
| YTD | -4.8% | +12.4% | -17.2% | -13.5% |
| 1Y | -4.9% | +20.9% | -25.8% | -18.7% |
| 3Y | +826.1% | +55.5% | +770.6% | +444.7% |
| All | +826.1% | +55.2% | +770.9% | +444.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling