+226.1%
PODD vs PRU
+139.4%
+86.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.4% | -2.9% |
| 7D | -4.1% | +1.9% | -6.0% | -4.6% |
| 30D | +0.8% | -0.4% | +1.2% | +0.9% |
| 3M | -6.1% | +16.4% | -22.5% | -9.7% |
| 6M | -40.0% | +26.0% | -66.0% | -43.5% |
| YTD | -49.9% | +9.9% | -59.9% | -51.3% |
| 1Y | -59.3% | +18.8% | -78.1% | -61.2% |
| 3Y | -17.2% | +45.3% | -62.6% | -26.2% |
| 5Y | -53.0% | +45.6% | -98.6% | -58.2% |
| 10Y | +226.1% | +139.6% | +86.5% | +121.5% |
| All | +226.1% | +139.4% | +86.7% | +121.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling