+54.4%
PYPL vs PRU
+99.2%
-44.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.7% | +1.3% |
| 7D | +0.1% | +3.6% | -3.5% | -1.5% |
| 30D | +5.7% | +8.9% | -3.2% | +1.6% |
| 3M | -1.9% | +0.2% | -2.1% | -2.1% |
| 6M | +31.8% | +23.7% | +8.1% | +19.8% |
| YTD | +2.4% | +13.7% | -11.3% | -3.5% |
| 1Y | -8.2% | +20.6% | -28.9% | -15.8% |
| 3Y | +10.2% | +56.3% | -46.1% | -9.4% |
| 5Y | -71.2% | +42.3% | -113.6% | -75.5% |
| All | +54.4% | +99.2% | -44.8% | +3.8% |
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