+26.9%
PRU vs URA
-32.2%
+59.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.6% | +6.6% |
| 7D | +9.8% | -10.5% | +20.3% | +10.4% |
| 30D | +11.6% | -18.6% | +30.2% | +12.8% |
| 3M | +3.7% | -23.0% | +26.7% | +5.0% |
| 6M | +33.0% | -40.3% | +73.3% | +37.1% |
| YTD | +16.6% | -23.5% | +40.1% | +17.0% |
| 1Y | +26.9% | -31.1% | +58.0% | +28.2% |
| All | +26.9% | -32.2% | +59.1% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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