+45.7%
PRU vs UUUU
+111.0%
-65.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +1.3% |
| 7D | -3.8% | -5.0% | +1.2% | -3.4% |
| 30D | -2.0% | -7.8% | +5.8% | -1.5% |
| 3M | +14.0% | -0.4% | +14.4% | +13.3% |
| 6M | +27.2% | -32.9% | +60.1% | +30.1% |
| YTD | +9.1% | -6.3% | +15.3% | +6.4% |
| 1Y | +18.1% | +7.9% | +10.1% | +11.5% |
| 3Y | +44.3% | +85.2% | -40.9% | +21.3% |
| 5Y | +45.7% | +97.0% | -51.3% | +16.3% |
| All | +45.7% | +111.0% | -65.3% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling