+179.5%
PRU vs UUUU
-96.4%
+275.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.3% | +1.1% |
| 7D | +3.6% | -1.1% | +4.7% | +3.6% |
| 30D | +8.9% | -21.0% | +29.8% | +11.1% |
| 3M | +0.2% | -54.8% | +55.0% | +7.4% |
| 6M | +23.7% | -67.3% | +91.1% | +35.9% |
| YTD | +13.7% | -54.7% | +68.4% | +18.8% |
| 1Y | +20.6% | -57.4% | +78.1% | +26.3% |
| 3Y | +56.3% | -19.6% | +76.0% | +46.5% |
| 5Y | +42.3% | -40.0% | +82.4% | +32.3% |
| 10Y | +99.3% | +364.1% | -264.8% | +37.0% |
| All | +179.5% | -96.4% | +275.9% | +72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling