+55.1%
PRU vs IBB
+89.8%
-34.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.5% |
| 7D | +3.8% | +0.8% | +3.0% | +3.5% |
| 30D | +9.0% | +5.2% | +3.9% | +6.8% |
| 3M | +2.1% | +8.6% | -6.4% | -1.7% |
| 6M | +25.4% | +27.8% | -2.4% | +11.6% |
| YTD | +13.5% | +28.8% | -15.3% | +0.2% |
| 1Y | +21.3% | +36.4% | -15.1% | +3.7% |
| 3Y | +55.1% | +89.3% | -34.2% | +8.2% |
| All | +55.1% | +89.8% | -34.7% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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