+800.6%
PRU vs BEN
+535.4%
+265.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.3% | -4.0% | -2.7% |
| 7D | +3.2% | +12.2% | -9.0% | -6.3% |
| 30D | +7.9% | +12.1% | -4.2% | -2.0% |
| 3M | +1.8% | +7.3% | -5.5% | -4.6% |
| 6M | +24.1% | +17.9% | +6.3% | +7.0% |
| YTD | +12.4% | +55.4% | -43.1% | -23.6% |
| 1Y | +20.9% | +69.3% | -48.4% | -23.5% |
| 3Y | +55.5% | +82.8% | -27.4% | -14.6% |
| 5Y | +42.7% | +28.8% | +13.9% | -0.9% |
| 10Y | +106.1% | +53.9% | +52.3% | +11.1% |
| All | +800.6% | +535.4% | +265.2% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling