+139.6%
PRU vs GEN
+150.2%
-10.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -1.4% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | -0.4% | +2.6% | -3.1% | -1.3% |
| 3M | +16.4% | +15.8% | +0.6% | +11.4% |
| 6M | +26.0% | +33.1% | -7.1% | +15.1% |
| YTD | +9.9% | +11.3% | -1.4% | +5.4% |
| 1Y | +18.8% | +1.7% | +17.1% | +16.8% |
| 3Y | +45.3% | +58.1% | -12.8% | +25.0% |
| 5Y | +45.6% | +20.6% | +24.9% | +31.4% |
| 10Y | +139.6% | +149.0% | -9.4% | +68.3% |
| All | +139.6% | +150.2% | -10.6% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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