-48.5%
PODD vs PRU
+27.9%
-76.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.6% | 0.0% | +2.6% |
| 7D | +10.8% | +9.8% | +1.0% | +4.9% |
| 30D | +21.7% | +11.6% | +10.1% | +14.1% |
| 3M | -1.1% | +3.7% | -4.8% | -3.2% |
| 6M | -3.7% | +33.0% | -36.7% | -14.9% |
| YTD | -41.9% | +16.6% | -58.5% | -47.2% |
| 1Y | -48.5% | +26.9% | -75.4% | -56.5% |
| All | -48.5% | +27.9% | -76.4% | -56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling