+21.3%
PRU vs URA
-30.3%
+51.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +1.2% |
| 7D | +3.8% | +0.3% | +3.5% | +3.8% |
| 30D | +9.0% | -14.8% | +23.8% | +9.9% |
| 3M | +2.1% | -25.3% | +27.4% | +3.7% |
| 6M | +25.4% | -39.9% | +65.3% | +29.5% |
| YTD | +13.5% | -22.4% | +35.9% | +13.5% |
| 1Y | +21.3% | -29.0% | +50.3% | +22.1% |
| All | +21.3% | -30.3% | +51.6% | +22.1% |
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