+25.2%
PRU vs SUNB
+13.4%
+11.8%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.9% | -3.6% | +2.0% |
| 7D | +3.2% | -2.6% | +5.7% | +3.2% |
| 30D | +7.9% | +8.6% | -0.7% | +7.4% |
| 3M | +1.8% | +1.1% | +0.7% | +1.9% |
| 6M | +24.1% | +13.1% | +11.0% | +22.6% |
| All | +25.2% | +13.4% | +11.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 3y: compounded portfolio wealth divided by compounded SUNB 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…
3y analysis · Full analysis span regression · 6 months rolling