+42.2%
PRU vs AVAV
+28.1%
+14.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.7% | +1.1% |
| 7D | +3.6% | +4.2% | -0.6% | +3.2% |
| 30D | +8.9% | -2.6% | +11.4% | +8.8% |
| 3M | +0.2% | -38.0% | +38.1% | +3.5% |
| 6M | +23.7% | -27.0% | +50.7% | +25.2% |
| YTD | +13.7% | -51.4% | +65.2% | +17.9% |
| 1Y | +20.6% | -60.2% | +80.9% | +27.2% |
| 3Y | +56.3% | -6.7% | +63.0% | +42.6% |
| All | +42.2% | +28.1% | +14.1% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling