+112.0%
PRU vs BUD
-9.0%
+121.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -1.9% |
| 7D | +2.4% | +4.5% | -2.1% | 0.0% |
| 30D | +6.1% | +12.5% | -6.4% | -0.4% |
| 3M | -0.7% | 0.0% | -0.7% | -1.1% |
| 6M | +22.1% | +3.8% | +18.3% | +18.7% |
| YTD | +9.8% | +33.1% | -23.3% | -7.3% |
| 1Y | +19.4% | +35.5% | -16.2% | -0.3% |
| 3Y | +50.4% | +49.4% | +1.0% | +14.7% |
| 5Y | +37.2% | +48.0% | -10.9% | +2.7% |
| All | +112.0% | -9.0% | +121.0% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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