+44.9%
PRU vs BBIO
+154.4%
-109.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -2.3% | -3.2% | +0.9% | -2.0% |
| 30D | -1.7% | -13.6% | +11.9% | -0.3% |
| 3M | +13.2% | +7.2% | +6.0% | +12.1% |
| 6M | +28.8% | +1.5% | +27.3% | +28.1% |
| YTD | +9.8% | -5.3% | +15.1% | +9.5% |
| 1Y | +17.4% | +37.7% | -20.4% | +12.2% |
| 3Y | +44.9% | +153.9% | -109.0% | +23.7% |
| All | +44.9% | +154.4% | -109.5% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling