+180.4%
PRU vs ACI
+21.8%
+158.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -1.8% |
| 7D | +1.9% | -2.6% | +4.5% | +2.2% |
| 30D | -0.4% | +1.1% | -1.5% | -0.5% |
| 3M | +16.4% | -23.6% | +40.1% | +19.4% |
| 6M | +26.0% | -29.9% | +56.0% | +30.3% |
| YTD | +9.9% | -26.9% | +36.8% | +12.8% |
| 1Y | +18.8% | -34.2% | +53.0% | +23.3% |
| 3Y | +45.3% | -43.6% | +89.0% | +52.9% |
| 5Y | +45.6% | -42.4% | +88.0% | +51.1% |
| All | +180.4% | +21.8% | +158.6% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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