+800.4%
PRU vs GEN
+945.5%
-145.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.1% |
| 7D | +1.9% | -1.2% | +3.1% | +2.4% |
| 30D | +2.7% | +10.1% | -7.4% | -1.6% |
| 3M | +19.5% | +16.1% | +3.4% | +11.6% |
| 6M | +26.6% | +38.9% | -12.2% | +8.4% |
| YTD | +12.3% | +14.4% | -2.1% | +4.0% |
| 1Y | +18.0% | +5.9% | +12.2% | +12.7% |
| 3Y | +47.0% | +58.8% | -11.8% | +15.2% |
| 5Y | +48.4% | +24.7% | +23.8% | +24.6% |
| 10Y | +142.4% | +163.1% | -20.6% | +27.0% |
| All | +800.4% | +945.5% | -145.1% | +170.4% |
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