+134.7%
PRU vs UUUU
+495.2%
-360.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +1.5% |
| 7D | -3.8% | -5.0% | +1.2% | -3.3% |
| 30D | -2.0% | -7.8% | +5.8% | -1.3% |
| 3M | +14.0% | -0.4% | +14.4% | +13.1% |
| 6M | +27.2% | -32.9% | +60.1% | +30.9% |
| YTD | +9.1% | -6.3% | +15.3% | +6.0% |
| 1Y | +18.1% | +7.9% | +10.1% | +10.4% |
| 3Y | +44.3% | +85.2% | -40.9% | +18.8% |
| 5Y | +45.7% | +97.0% | -51.3% | +11.7% |
| All | +134.7% | +495.2% | -360.5% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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