+130.4%
PSA vs PRU
+97.4%
+33.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | +15.6% | +7.9% | +7.6% | +13.6% |
| 3M | +4.1% | +0.9% | +3.2% | +3.8% |
| 6M | +9.2% | +22.4% | -13.2% | +4.4% |
| YTD | +32.3% | +12.7% | +19.6% | +28.5% |
| 1Y | +26.2% | +19.6% | +6.6% | +20.9% |
| 3Y | +53.7% | +54.0% | -0.3% | +38.1% |
| 5Y | +26.6% | +41.0% | -14.5% | +14.8% |
| All | +130.4% | +97.4% | +33.0% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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