+20.6%
PRU vs SUI
-3.0%
+23.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +3.6% | -1.5% | +5.1% | +4.2% |
| 30D | +8.9% | +3.7% | +5.1% | +7.5% |
| 3M | +0.2% | -0.4% | +0.6% | 0.0% |
| 6M | +23.7% | -2.8% | +26.5% | +23.9% |
| YTD | +13.7% | -1.6% | +15.4% | +14.5% |
| 1Y | +20.6% | -2.1% | +22.7% | +22.0% |
| All | +20.6% | -3.0% | +23.6% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling