+41.0%
PRU vs GEN
+31.4%
+9.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.4% |
| 7D | 0.0% | -3.0% | +2.9% | +0.8% |
| 30D | +7.9% | +24.7% | -16.8% | +1.0% |
| 3M | +0.9% | +4.1% | -3.2% | -1.1% |
| 6M | +22.4% | +36.0% | -13.7% | +9.6% |
| YTD | +12.7% | +10.9% | +1.8% | +7.3% |
| 1Y | +19.6% | +12.2% | +7.4% | +13.4% |
| 3Y | +54.0% | +63.3% | -9.3% | +28.6% |
| 5Y | +41.0% | +29.0% | +12.0% | +17.6% |
| All | +41.0% | +31.4% | +9.7% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling