+98.4%
PRU vs TD
+302.8%
-204.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | -2.8% | -3.1% | +0.2% | +0.2% |
| 30D | +8.5% | +6.7% | +1.8% | +1.9% |
| 3M | +1.7% | +3.1% | -1.4% | -1.6% |
| 6M | +24.8% | +17.6% | +7.1% | +5.2% |
| YTD | +13.3% | +34.8% | -21.5% | -17.1% |
| 1Y | +21.4% | +55.6% | -34.2% | -23.3% |
| 3Y | +54.8% | +133.1% | -78.3% | -37.6% |
| 5Y | +42.4% | +104.7% | -62.3% | -35.2% |
| 10Y | +98.4% | +303.6% | -205.1% | -51.9% |
| All | +98.4% | +302.8% | -204.3% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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