+552.9%
PLTR vs PRU
+48.6%
+504.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -3.8% |
| 7D | -6.4% | +1.9% | -8.3% | -7.7% |
| 30D | +10.0% | +2.7% | +7.3% | +7.7% |
| 3M | +23.0% | +19.5% | +3.6% | +7.2% |
| 6M | +13.8% | +26.6% | -12.8% | -6.0% |
| YTD | -1.9% | +12.3% | -14.3% | -11.3% |
| 1Y | +11.6% | +18.0% | -6.4% | -3.4% |
| 3Y | +1,048.4% | +47.0% | +1,001.4% | +718.9% |
| All | +552.9% | +48.6% | +504.4% | +368.5% |
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