+134.6%
PRU vs SPXU
-99.5%
+234.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -0.9% |
| 7D | -1.9% | +1.3% | -3.1% | -1.3% |
| 30D | -2.6% | +5.1% | -7.7% | -0.4% |
| 3M | +14.7% | -9.1% | +23.8% | +10.9% |
| 6M | +25.7% | -29.6% | +55.3% | +10.2% |
| YTD | +8.3% | -27.7% | +35.9% | -3.3% |
| 1Y | +17.3% | -37.0% | +54.3% | -0.5% |
| 3Y | +43.2% | -80.2% | +123.3% | -16.9% |
| 5Y | +43.5% | -86.0% | +129.5% | -13.8% |
| 10Y | +134.6% | -99.5% | +234.1% | -52.5% |
| All | +134.6% | -99.5% | +234.1% | -52.5% |
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