+95.9%
PRU vs SUI
+120.9%
-25.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | 0.0% | -3.8% | +3.8% | +1.7% |
| 30D | +7.9% | +3.9% | +4.0% | +6.0% |
| 3M | +0.9% | +0.2% | +0.7% | +0.5% |
| 6M | +22.4% | -4.2% | +26.5% | +24.1% |
| YTD | +12.7% | -2.5% | +15.2% | +13.2% |
| 1Y | +19.6% | -4.0% | +23.6% | +20.9% |
| 3Y | +54.0% | +16.5% | +37.5% | +39.0% |
| 5Y | +41.0% | -27.2% | +68.2% | +56.6% |
| All | +95.9% | +120.9% | -25.0% | +81.6% |
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