+54.9%
PRU vs GEN
+64.0%
-9.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.3% |
| 7D | 0.0% | -3.0% | +2.9% | +0.8% |
| 30D | +7.9% | +24.7% | -16.8% | +1.5% |
| 3M | +0.9% | +4.1% | -3.2% | -0.7% |
| 6M | +22.4% | +36.0% | -13.7% | +10.1% |
| YTD | +12.7% | +10.9% | +1.8% | +8.3% |
| 1Y | +19.6% | +12.2% | +7.4% | +14.4% |
| All | +54.9% | +64.0% | -9.1% | +32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling