+112.0%
PRU vs SUI
+115.7%
-3.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.0% |
| 7D | +2.4% | +6.2% | -3.8% | -0.2% |
| 30D | +6.1% | +8.6% | -2.5% | +2.3% |
| 3M | -0.7% | +1.0% | -1.7% | -1.4% |
| 6M | +22.1% | -2.6% | +24.7% | +22.9% |
| YTD | +9.8% | -0.1% | +9.9% | +9.1% |
| 1Y | +19.4% | +0.5% | +18.9% | +18.2% |
| 3Y | +50.4% | +15.3% | +35.1% | +36.8% |
| 5Y | +37.2% | -26.1% | +63.3% | +51.2% |
| All | +112.0% | +115.7% | -3.7% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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