+97.7%
PRU vs SPXU
-99.5%
+197.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +1.4% |
| 7D | +3.6% | -7.6% | +11.2% | +0.4% |
| 30D | +8.9% | +5.3% | +3.5% | +12.1% |
| 3M | +0.2% | +9.6% | -9.5% | +5.2% |
| 6M | +23.7% | -4.5% | +28.3% | +23.4% |
| YTD | +13.7% | -25.9% | +39.6% | +3.5% |
| 1Y | +20.6% | -28.9% | +49.5% | +8.2% |
| 3Y | +56.3% | -80.5% | +136.8% | -10.0% |
| 5Y | +42.3% | -83.4% | +125.7% | -6.8% |
| All | +97.7% | -99.5% | +197.2% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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