+800.4%
PRU vs SUI
+1,242.3%
-441.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | +1.9% | -2.8% | +4.7% | +3.7% |
| 30D | +2.7% | -1.2% | +3.9% | +3.3% |
| 3M | +19.5% | -1.7% | +21.2% | +20.3% |
| 6M | +26.6% | -10.5% | +37.1% | +35.1% |
| YTD | +12.3% | -1.8% | +14.2% | +12.6% |
| 1Y | +18.0% | -4.1% | +22.1% | +19.7% |
| 3Y | +47.0% | +11.3% | +35.8% | +29.9% |
| 5Y | +48.4% | -32.1% | +80.5% | +75.0% |
| 10Y | +142.4% | +110.4% | +32.0% | +19.0% |
| All | +800.4% | +1,242.3% | -441.9% | -20.0% |
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 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