+50.4%
PRU vs IBB
+78.6%
-28.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.3% |
| 7D | +2.4% | -1.8% | +4.2% | +3.2% |
| 30D | +6.1% | +5.1% | +1.1% | +4.0% |
| 3M | -0.7% | +10.7% | -11.4% | -5.3% |
| 6M | +22.1% | +22.9% | -0.8% | +10.8% |
| YTD | +9.8% | +26.7% | -16.9% | -2.3% |
| 1Y | +19.4% | +35.1% | -15.8% | +2.5% |
| 3Y | +50.4% | +80.2% | -29.8% | +10.6% |
| All | +50.4% | +78.6% | -28.3% | +10.6% |
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