+52.1%
PRU vs FRSH
-72.5%
+124.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -2.3% | -6.6% | +4.3% | -1.4% |
| 30D | -1.7% | +2.1% | -3.8% | -2.1% |
| 3M | +13.2% | +29.0% | -15.7% | +9.4% |
| 6M | +28.8% | +48.6% | -19.8% | +21.6% |
| YTD | +9.8% | -2.9% | +12.7% | +9.0% |
| 1Y | +17.4% | -7.9% | +25.3% | +17.1% |
| 3Y | +44.9% | -46.5% | +91.4% | +50.8% |
| All | +52.1% | -72.5% | +124.6% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FRSH 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling