+779.9%
PRU vs GEN
+916.2%
-136.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -1.5% |
| 7D | +2.4% | +2.3% | +0.1% | +1.5% |
| 30D | +6.1% | +33.1% | -26.9% | -6.2% |
| 3M | -0.7% | +6.5% | -7.2% | -5.0% |
| 6M | +22.1% | +53.8% | -31.7% | -1.0% |
| YTD | +9.8% | +11.2% | -1.4% | +1.3% |
| 1Y | +19.4% | +19.4% | 0.0% | +6.8% |
| 3Y | +50.4% | +81.0% | -30.7% | +9.8% |
| 5Y | +37.2% | +33.4% | +3.7% | +10.1% |
| 10Y | +119.5% | +164.3% | -44.8% | +13.2% |
| All | +779.9% | +916.2% | -136.3% | +163.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling