+48.5%
PRU vs AVAV
+39.7%
+8.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | -0.8% |
| 7D | +1.9% | -2.2% | +4.1% | +2.0% |
| 30D | +2.7% | -13.9% | +16.6% | +3.8% |
| 3M | +19.5% | -29.2% | +48.7% | +22.0% |
| 6M | +26.6% | -36.1% | +62.8% | +29.9% |
| YTD | +12.3% | -40.2% | +52.5% | +14.9% |
| 1Y | +18.0% | -36.2% | +54.3% | +18.8% |
| 3Y | +47.0% | +47.5% | -0.5% | +28.1% |
| All | +48.5% | +39.7% | +8.8% | +27.1% |
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