+824.1%
PODD vs PRU
+143.3%
+680.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +1.6% | +1.9% | -0.2% | +0.8% |
| 30D | +10.7% | +2.7% | +8.0% | +9.4% |
| 3M | +0.7% | +19.5% | -18.7% | -6.1% |
| 6M | -39.3% | +26.6% | -65.9% | -44.8% |
| YTD | -48.1% | +12.3% | -60.5% | -50.6% |
| 1Y | -57.4% | +18.0% | -75.5% | -60.4% |
| 3Y | -23.3% | +47.0% | -70.3% | -35.9% |
| 5Y | -51.3% | +48.4% | -99.7% | -60.0% |
| 10Y | +242.0% | +142.4% | +99.6% | +99.0% |
| All | +824.1% | +143.3% | +680.8% | +214.5% |
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 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