+1,735.1%
PLTR vs PRU
+159.2%
+1,575.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.0% |
| 7D | -6.4% | +1.9% | -8.3% | -7.4% |
| 30D | +10.0% | +2.7% | +7.3% | +8.4% |
| 3M | +23.0% | +19.5% | +3.6% | +11.2% |
| 6M | +13.8% | +26.6% | -12.8% | -0.9% |
| YTD | -1.9% | +12.3% | -14.3% | -8.8% |
| 1Y | +11.6% | +18.0% | -6.4% | +0.6% |
| 3Y | +1,048.4% | +47.0% | +1,001.4% | +829.5% |
| 5Y | +554.4% | +48.4% | +506.0% | +439.8% |
| All | +1,735.1% | +159.2% | +1,575.9% | +1,463.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling