+48.5%
PRU vs GEN
+24.6%
+23.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.3% |
| 7D | +1.9% | -1.2% | +3.1% | +2.2% |
| 30D | +2.7% | +10.1% | -7.4% | -0.5% |
| 3M | +19.5% | +16.1% | +3.4% | +13.5% |
| 6M | +26.6% | +38.9% | -12.2% | +12.7% |
| YTD | +12.3% | +14.4% | -2.1% | +6.5% |
| 1Y | +18.0% | +5.9% | +12.2% | +14.8% |
| 3Y | +47.0% | +58.8% | -11.8% | +23.9% |
| All | +48.5% | +24.6% | +23.9% | +29.8% |
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