+134.6%
PRU vs INDA
+81.7%
+52.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.8% |
| 7D | -1.9% | -2.6% | +0.7% | +0.2% |
| 30D | -2.6% | -2.9% | +0.3% | -0.4% |
| 3M | +14.7% | +2.4% | +12.3% | +12.5% |
| 6M | +25.7% | -2.6% | +28.3% | +27.6% |
| YTD | +8.3% | -10.0% | +18.2% | +16.8% |
| 1Y | +17.3% | -7.7% | +25.0% | +23.7% |
| 3Y | +43.2% | +8.9% | +34.3% | +30.8% |
| 5Y | +43.5% | +6.0% | +37.5% | +33.7% |
| 10Y | +134.6% | +84.4% | +50.2% | +44.1% |
| All | +134.6% | +81.7% | +52.8% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling