+47.0%
PRU vs NVDX
+774.9%
-727.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.4% | +5.2% | +1.0% |
| 7D | -3.8% | -8.6% | +4.8% | -3.4% |
| 30D | -2.0% | -1.4% | -0.6% | -2.1% |
| 3M | +14.0% | +10.6% | +3.3% | +12.9% |
| 6M | +27.2% | +20.2% | +7.1% | +25.0% |
| YTD | +9.1% | +11.8% | -2.7% | +7.3% |
| 1Y | +18.1% | +12.9% | +5.2% | +15.5% |
| All | +47.0% | +774.9% | -727.8% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling