+18.8%
PRU vs BEN
+45.8%
-27.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.1% |
| 7D | +1.9% | +4.7% | -2.8% | +0.1% |
| 30D | -0.4% | +2.6% | -3.0% | -1.5% |
| 3M | +16.4% | +11.5% | +4.9% | +11.2% |
| 6M | +26.0% | +35.3% | -9.3% | +10.9% |
| YTD | +9.9% | +48.6% | -38.7% | -6.7% |
| 1Y | +18.8% | +46.7% | -27.9% | +0.5% |
| All | +18.8% | +45.8% | -27.0% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling