+321.1%
PODD vs PRU
+115.4%
+205.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +1.6% |
| 7D | -2.5% | +3.2% | -5.6% | -3.2% |
| 30D | +10.7% | +7.9% | +2.8% | +8.5% |
| 3M | +6.1% | +1.8% | +4.3% | +5.7% |
| 6M | -2.8% | +24.1% | -27.0% | -8.2% |
| YTD | -47.3% | +12.4% | -59.7% | -48.9% |
| 1Y | -53.2% | +20.9% | -74.1% | -55.5% |
| 3Y | -2.0% | +55.5% | -57.5% | -14.1% |
| 5Y | -52.9% | +42.7% | -95.6% | -58.0% |
| 10Y | +321.1% | +106.1% | +214.9% | +207.3% |
| All | +321.1% | +115.4% | +205.6% | +207.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling