+106.1%
PRU vs AVAV
+423.1%
-317.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +12.6% | -10.2% | +0.5% |
| 7D | +3.2% | +3.2% | 0.0% | +2.3% |
| 30D | +7.9% | -7.4% | +15.3% | +8.6% |
| 3M | +1.8% | -32.0% | +33.8% | +7.2% |
| 6M | +24.1% | -24.6% | +48.7% | +26.3% |
| YTD | +12.4% | -47.5% | +59.9% | +18.6% |
| 1Y | +20.9% | -61.5% | +82.4% | +34.3% |
| 3Y | +55.5% | +5.5% | +50.0% | +31.9% |
| 5Y | +42.7% | +35.7% | +6.9% | +7.8% |
| 10Y | +106.1% | +379.1% | -272.9% | +10.9% |
| All | +106.1% | +423.1% | -317.0% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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