+45.1%
PRU vs FCUV
-99.2%
+144.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -65.2% | +63.1% | -2.0% |
| 7D | +1.9% | -47.9% | +49.8% | +2.0% |
| 30D | -0.4% | +13.7% | -14.1% | -0.5% |
| 3M | +16.4% | +97.0% | -80.6% | +15.2% |
| 6M | +26.0% | -66.1% | +92.1% | +26.9% |
| YTD | +9.9% | -81.8% | +91.7% | +11.5% |
| 1Y | +18.8% | -93.3% | +112.1% | +21.8% |
| All | +45.1% | -99.2% | +144.3% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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