+46.9%
PYPL vs PRU
+107.2%
-60.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.6% |
| 7D | +1.0% | +3.8% | -2.8% | -0.8% |
| 30D | +5.9% | +9.0% | -3.2% | +1.7% |
| 3M | -0.2% | +2.1% | -2.4% | -1.2% |
| 6M | +30.3% | +25.4% | +4.9% | +17.8% |
| YTD | +1.6% | +13.5% | -11.9% | -4.2% |
| 1Y | -10.3% | +21.3% | -31.6% | -17.9% |
| 3Y | +8.5% | +55.1% | -46.6% | -10.5% |
| 5Y | -71.0% | +43.6% | -114.5% | -75.4% |
| 10Y | +46.9% | +99.2% | -52.3% | -0.6% |
| All | +46.9% | +107.2% | -60.3% | -0.6% |
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