+176.1%
PRU vs UUUU
-92.0%
+268.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | +1.9% | -1.4% | +3.2% | +2.0% |
| 30D | +2.7% | +16.3% | -13.6% | +1.0% |
| 3M | +19.5% | -16.7% | +36.2% | +20.7% |
| 6M | +26.6% | -33.7% | +60.3% | +29.8% |
| YTD | +12.3% | -0.5% | +12.8% | +9.4% |
| 1Y | +18.0% | +28.9% | -10.8% | +10.3% |
| 3Y | +47.0% | +99.9% | -52.8% | +26.4% |
| 5Y | +48.4% | +135.3% | -86.9% | +20.5% |
| 10Y | +142.4% | +518.4% | -375.9% | +61.3% |
| All | +176.1% | -92.0% | +268.1% | +59.0% |
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