+99.2%
PRU vs SSNC
+174.0%
-74.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.3% |
| 7D | +3.8% | -2.5% | +6.3% | +5.3% |
| 30D | +9.0% | -2.7% | +11.8% | +10.6% |
| 3M | +2.1% | -0.8% | +3.0% | +2.3% |
| 6M | +25.4% | +15.5% | +9.9% | +13.6% |
| YTD | +13.5% | -8.8% | +22.3% | +17.8% |
| 1Y | +21.3% | -5.8% | +27.1% | +23.3% |
| 3Y | +55.1% | +55.7% | -0.6% | +14.7% |
| 5Y | +43.6% | +6.7% | +36.9% | +31.8% |
| 10Y | +99.2% | +184.0% | -84.8% | +21.3% |
| All | +99.2% | +174.0% | -74.8% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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