-8.8%
PODD vs PRU
+55.3%
-64.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -4.4% | 0.0% | -4.3% | -4.3% |
| 30D | +8.1% | +7.9% | +0.1% | +5.2% |
| 3M | +2.9% | +0.9% | +2.0% | +2.6% |
| 6M | -5.7% | +22.4% | -28.1% | -11.4% |
| YTD | -47.5% | +12.7% | -60.2% | -49.6% |
| 1Y | -55.7% | +19.6% | -75.3% | -58.2% |
| All | -8.8% | +55.3% | -64.1% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling