+45.4%
PRU vs SPXU
-80.6%
+125.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -1.6% |
| 7D | +1.9% | -1.5% | +3.4% | +1.5% |
| 30D | -0.4% | +3.7% | -4.2% | +0.8% |
| 3M | +16.4% | -9.6% | +26.0% | +13.4% |
| 6M | +26.0% | -32.4% | +58.4% | +12.5% |
| YTD | +9.9% | -28.7% | +38.6% | +0.5% |
| 1Y | +18.8% | -38.2% | +57.0% | +4.0% |
| 3Y | +45.4% | -80.4% | +125.8% | -2.6% |
| All | +45.4% | -80.6% | +125.9% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling