+8.7%
PRU vs PLTU
+142.1%
-133.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.7% | +2.5% | -1.9% |
| 7D | +1.9% | -11.6% | +13.5% | +2.4% |
| 30D | -0.4% | -4.6% | +4.2% | -0.4% |
| 3M | +16.4% | +33.7% | -17.3% | +13.1% |
| 6M | +26.0% | -9.4% | +35.4% | +24.2% |
| YTD | +9.9% | -34.7% | +44.6% | +10.0% |
| 1Y | +18.8% | -23.2% | +42.0% | +15.8% |
| All | +8.7% | +142.1% | -133.5% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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