+139.6%
PRU vs BEN
+56.5%
+83.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.0% |
| 7D | +1.9% | +4.7% | -2.8% | -1.0% |
| 30D | -0.4% | +2.6% | -3.0% | -2.2% |
| 3M | +16.4% | +11.5% | +4.9% | +8.1% |
| 6M | +26.0% | +35.3% | -9.3% | +2.8% |
| YTD | +9.9% | +48.6% | -38.7% | -15.9% |
| 1Y | +18.8% | +46.7% | -27.9% | -8.8% |
| 3Y | +45.3% | +57.0% | -11.7% | +1.7% |
| 5Y | +45.6% | +41.8% | +3.7% | +3.6% |
| 10Y | +139.6% | +55.2% | +84.4% | +42.7% |
| All | +139.6% | +56.5% | +83.1% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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