+95.9%
PRU vs BLDR
+473.7%
-377.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.0% | +0.6% |
| 7D | 0.0% | -8.2% | +8.2% | +2.6% |
| 30D | +7.9% | +16.3% | -8.3% | +2.3% |
| 3M | +0.9% | -17.0% | +17.9% | +5.9% |
| 6M | +22.4% | -17.4% | +39.7% | +26.3% |
| YTD | +12.7% | -41.6% | +54.3% | +28.2% |
| 1Y | +19.6% | -43.5% | +63.1% | +37.1% |
| 3Y | +54.0% | -51.6% | +105.6% | +73.0% |
| 5Y | +41.0% | -11.6% | +52.6% | +15.9% |
| All | +95.9% | +473.7% | -377.7% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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