+87.3%
PRU vs NIO
-43.2%
+130.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.3% |
| 7D | +3.2% | +6.9% | -3.7% | +2.6% |
| 30D | +7.9% | -4.7% | +12.7% | +8.3% |
| 3M | +1.8% | -28.1% | +29.9% | +4.2% |
| 6M | +24.1% | -41.7% | +65.8% | +28.9% |
| YTD | +12.4% | -33.1% | +45.5% | +14.9% |
| 1Y | +20.9% | -50.3% | +71.2% | +26.4% |
| 3Y | +55.5% | -54.4% | +109.8% | +57.8% |
| 5Y | +42.7% | -91.6% | +134.3% | +57.9% |
| All | +87.3% | -43.2% | +130.5% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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