+17.3%
PRU vs SSNC
-9.3%
+26.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.0% |
| 7D | -1.9% | -3.9% | +2.0% | -0.5% |
| 30D | -2.6% | -0.2% | -2.4% | -2.5% |
| 3M | +14.7% | +15.9% | -1.2% | +9.1% |
| 6M | +25.7% | +7.5% | +18.2% | +22.6% |
| YTD | +8.3% | -8.2% | +16.5% | +13.0% |
| 1Y | +17.3% | -9.3% | +26.7% | +24.0% |
| All | +17.3% | -9.3% | +26.6% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling