+50.4%
PRU vs BUD
+49.3%
+1.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.3% |
| 7D | +2.4% | +4.5% | -2.1% | +1.3% |
| 30D | +6.1% | +12.5% | -6.4% | +3.3% |
| 3M | -0.7% | 0.0% | -0.7% | -0.9% |
| 6M | +22.1% | +3.8% | +18.3% | +20.6% |
| YTD | +9.8% | +33.1% | -23.3% | +2.0% |
| 1Y | +19.4% | +35.5% | -16.2% | +10.4% |
| 3Y | +50.4% | +49.4% | +1.0% | +30.9% |
| All | +50.4% | +49.3% | +1.0% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling