+99.2%
PRU vs WCN
+300.6%
-201.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.7% |
| 7D | +3.8% | +2.6% | +1.2% | +2.3% |
| 30D | +9.0% | +25.3% | -16.3% | -4.5% |
| 3M | +2.1% | +15.2% | -13.1% | -6.2% |
| 6M | +25.4% | +26.4% | -1.0% | +8.5% |
| YTD | +13.5% | +9.9% | +3.6% | +5.7% |
| 1Y | +21.3% | +16.2% | +5.2% | +8.9% |
| 3Y | +55.1% | +49.4% | +5.7% | +14.2% |
| 5Y | +43.6% | +46.2% | -2.6% | +4.1% |
| 10Y | +99.2% | +305.7% | -206.5% | -17.7% |
| All | +99.2% | +300.6% | -201.3% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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