+98.4%
PRU vs RACE
+741.5%
-643.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.8% | -3.9% | +1.0% | -1.2% |
| 30D | +8.5% | +6.8% | +1.7% | +5.7% |
| 3M | +1.7% | +1.3% | +0.4% | +1.1% |
| 6M | +24.8% | +26.3% | -1.5% | +12.2% |
| YTD | +13.3% | +13.8% | -0.5% | +5.6% |
| 1Y | +21.4% | -0.5% | +21.8% | +19.7% |
| 3Y | +54.8% | +25.6% | +29.1% | +27.9% |
| 5Y | +42.4% | +67.6% | -25.2% | -2.1% |
| 10Y | +98.4% | +724.7% | -626.2% | -24.5% |
| All | +98.4% | +741.5% | -643.1% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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