+803.6%
PRU vs IBB
+638.6%
+165.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.0% | +1.7% | +0.4% |
| 7D | +4.8% | -3.6% | +8.4% | +7.6% |
| 30D | +7.9% | +3.4% | +4.5% | +5.0% |
| 3M | +3.1% | +9.5% | -6.4% | -4.5% |
| 6M | +25.2% | +23.3% | +1.9% | +5.5% |
| YTD | +12.7% | +24.5% | -11.8% | -6.4% |
| 1Y | +23.5% | +32.9% | -9.4% | -2.6% |
| 3Y | +50.6% | +76.6% | -26.0% | -6.1% |
| 5Y | +40.9% | +35.5% | +5.4% | +4.3% |
| 10Y | +125.5% | +156.7% | -31.3% | -4.6% |
| All | +803.6% | +638.6% | +165.0% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling