+134.7%
PRU vs SPXS
-99.5%
+234.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +1.5% |
| 7D | -3.8% | +6.4% | -10.2% | -1.3% |
| 30D | -2.0% | +6.0% | -8.0% | +0.6% |
| 3M | +14.0% | -11.6% | +25.6% | +8.9% |
| 6M | +27.2% | -28.7% | +56.0% | +12.2% |
| YTD | +9.1% | -26.3% | +35.4% | -1.7% |
| 1Y | +18.1% | -34.9% | +53.0% | +1.6% |
| 3Y | +44.3% | -79.5% | +123.7% | -14.7% |
| 5Y | +45.7% | -85.9% | +131.6% | -12.1% |
| All | +134.7% | -99.5% | +234.2% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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