+18.8%
PRU vs WPM
+46.9%
-28.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.2% | -2.2% |
| 7D | +1.9% | +7.0% | -5.1% | +1.6% |
| 30D | -0.4% | +15.7% | -16.2% | -1.0% |
| 3M | +16.4% | +35.2% | -18.8% | +14.7% |
| 6M | +26.0% | +6.1% | +19.9% | +25.4% |
| YTD | +9.9% | +32.6% | -22.7% | +8.2% |
| 1Y | +18.8% | +46.9% | -28.1% | +15.0% |
| All | +18.8% | +46.9% | -28.1% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling