+97.7%
PRU vs A
+302.9%
-205.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +3.6% | -0.5% | +4.1% | +3.8% |
| 30D | +8.9% | 0.0% | +8.9% | +8.7% |
| 3M | +0.2% | +16.7% | -16.5% | -7.8% |
| 6M | +23.7% | +54.8% | -31.1% | -2.9% |
| YTD | +13.7% | +28.8% | -15.1% | -2.3% |
| 1Y | +20.6% | +19.3% | +1.3% | +7.8% |
| 3Y | +56.3% | +65.5% | -9.2% | +10.3% |
| 5Y | +42.3% | +12.1% | +30.3% | +23.1% |
| All | +97.7% | +302.9% | -205.1% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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