+45.6%
PRU vs BLDR
+16.0%
+29.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.1% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | -0.4% | -16.2% | +15.8% | +3.1% |
| 3M | +16.4% | -14.4% | +30.8% | +18.8% |
| 6M | +26.0% | -32.8% | +58.8% | +35.1% |
| YTD | +9.9% | -39.2% | +49.1% | +19.7% |
| 1Y | +18.8% | -57.7% | +76.5% | +40.5% |
| 3Y | +45.3% | -55.3% | +100.6% | +61.0% |
| 5Y | +45.6% | +15.6% | +30.0% | +15.5% |
| All | +45.6% | +16.0% | +29.6% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling