+134.7%
PRU vs AGI
+388.9%
-254.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +0.8% |
| 7D | -3.8% | -5.3% | +1.4% | -3.8% |
| 30D | -2.0% | +6.8% | -8.8% | -2.1% |
| 3M | +14.0% | +8.3% | +5.6% | +13.8% |
| 6M | +27.2% | -29.2% | +56.5% | +27.6% |
| YTD | +9.1% | -7.3% | +16.3% | +9.2% |
| 1Y | +18.1% | +8.0% | +10.0% | +18.0% |
| 3Y | +44.3% | +206.6% | -162.3% | +42.9% |
| 5Y | +45.7% | +398.1% | -352.4% | +44.3% |
| All | +134.7% | +388.9% | -254.2% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling