+97.7%
PRU vs SUI
+123.0%
-25.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +3.6% | -1.5% | +5.1% | +4.3% |
| 30D | +8.9% | +3.7% | +5.1% | +7.0% |
| 3M | +0.2% | -0.4% | +0.6% | +0.1% |
| 6M | +23.7% | -2.8% | +26.5% | +24.7% |
| YTD | +13.7% | -1.6% | +15.4% | +13.8% |
| 1Y | +20.6% | -2.1% | +22.7% | +20.8% |
| 3Y | +56.3% | +18.5% | +37.8% | +40.1% |
| 5Y | +42.3% | -26.5% | +68.9% | +57.4% |
| All | +97.7% | +123.0% | -25.2% | +82.5% |
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