+106.1%
PRU vs BLDR
+602.6%
-496.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.5% | -3.1% | +0.6% |
| 7D | +3.2% | -2.7% | +5.9% | +4.0% |
| 30D | +7.9% | +24.8% | -16.9% | 0.0% |
| 3M | +1.8% | -11.7% | +13.5% | +4.8% |
| 6M | +24.1% | -14.8% | +38.9% | +27.0% |
| YTD | +12.4% | -35.9% | +48.2% | +24.2% |
| 1Y | +20.9% | -39.7% | +60.6% | +36.0% |
| 3Y | +55.5% | -45.6% | +101.0% | +68.1% |
| 5Y | +42.7% | -2.5% | +45.2% | +13.6% |
| 10Y | +106.1% | +597.4% | -491.2% | -30.8% |
| All | +106.1% | +602.6% | -496.4% | -30.8% |
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