+19.6%
PRU vs PLTU
-47.3%
+66.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | 0.0% | +21.9% | -21.9% | -0.6% |
| 30D | +7.9% | -35.3% | +43.2% | +8.9% |
| 3M | +0.9% | -7.7% | +8.6% | +0.6% |
| 6M | +22.4% | +24.2% | -1.9% | +19.9% |
| YTD | +12.7% | -37.5% | +50.2% | +13.2% |
| 1Y | +19.6% | -43.6% | +63.1% | +20.6% |
| All | +19.6% | -47.3% | +66.9% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling