+136.2%
PRU vs POET
+30.3%
+105.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.3% |
| 30D | -1.7% | -10.4% | +8.6% | -1.4% |
| 3M | +13.2% | -29.3% | +42.6% | +14.2% |
| 6M | +28.8% | +6.9% | +21.9% | +24.1% |
| YTD | +9.8% | +25.6% | -15.8% | +4.6% |
| 1Y | +17.4% | +49.2% | -31.8% | +10.0% |
| 3Y | +44.9% | +128.4% | -83.5% | +26.4% |
| 5Y | +46.6% | -4.2% | +50.9% | +30.7% |
| All | +136.2% | +30.3% | +105.9% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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