+803.6%
PRU vs SUI
+1,285.8%
-482.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.7% |
| 7D | +4.8% | +8.8% | -4.0% | -0.6% |
| 30D | +7.9% | +8.9% | -1.1% | +1.9% |
| 3M | +3.1% | +2.0% | +1.1% | +1.3% |
| 6M | +25.2% | -0.6% | +25.9% | +24.7% |
| YTD | +12.7% | +1.3% | +11.4% | +10.4% |
| 1Y | +23.5% | +1.3% | +22.2% | +20.8% |
| 3Y | +50.6% | +16.3% | +34.3% | +29.5% |
| 5Y | +40.9% | -25.1% | +65.9% | +55.4% |
| 10Y | +125.5% | +121.1% | +4.4% | +7.4% |
| All | +803.6% | +1,285.8% | -482.2% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling