+17.5%
PRU vs FIGR
+6.3%
+11.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.4% | -8.6% | -2.4% |
| 7D | +1.9% | +13.5% | -11.6% | +1.5% |
| 30D | -0.4% | +33.7% | -34.1% | -1.5% |
| 3M | +16.4% | +37.3% | -20.9% | +14.9% |
| 6M | +26.0% | +25.5% | +0.5% | +24.6% |
| YTD | +9.9% | -6.3% | +16.2% | +8.7% |
| All | +17.5% | +6.3% | +11.2% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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