+139.6%
PRU vs RVTY
+140.1%
-0.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.8% |
| 30D | -0.4% | +10.8% | -11.3% | -4.3% |
| 3M | +16.4% | +26.8% | -10.4% | +5.9% |
| 6M | +26.0% | +39.3% | -13.3% | +9.6% |
| YTD | +9.9% | +31.6% | -21.7% | -3.0% |
| 1Y | +18.8% | +47.7% | -28.9% | -0.6% |
| 3Y | +45.3% | +19.9% | +25.4% | +27.2% |
| 5Y | +45.6% | -32.3% | +77.9% | +58.5% |
| 10Y | +139.6% | +138.4% | +1.2% | +23.0% |
| All | +139.6% | +140.1% | -0.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling