+182.2%
PRU vs AVAV
+308.3%
-126.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.8% | +6.6% | -1.0% |
| 7D | +4.8% | -24.3% | +29.1% | +11.3% |
| 30D | +7.9% | -28.9% | +36.7% | +16.0% |
| 3M | +3.1% | -39.3% | +42.4% | +14.4% |
| 6M | +25.2% | -38.8% | +64.0% | +34.8% |
| YTD | +12.7% | -57.8% | +70.5% | +28.2% |
| 1Y | +23.5% | -70.9% | +94.4% | +53.1% |
| 3Y | +50.6% | -14.8% | +65.4% | +27.4% |
| 5Y | +40.9% | +7.3% | +33.6% | +2.4% |
| 10Y | +125.5% | +325.3% | -199.9% | -11.2% |
| All | +182.2% | +308.3% | -126.1% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling