+342.7%
RMD vs PRU
+102.7%
+240.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -0.8% | -2.8% | +2.0% | +0.1% |
| 30D | +1.7% | +8.5% | -6.8% | -0.9% |
| 3M | +6.4% | +1.7% | +4.6% | +5.7% |
| 6M | +20.7% | +24.8% | -4.0% | +12.5% |
| YTD | -0.2% | +13.3% | -13.4% | -4.5% |
| 1Y | -4.5% | +21.4% | -25.9% | -10.6% |
| 3Y | +70.5% | +54.8% | +15.7% | +44.6% |
| 5Y | -1.6% | +42.4% | -44.0% | -15.3% |
| 10Y | +342.7% | +98.4% | +244.2% | +213.7% |
| All | +342.7% | +102.7% | +240.0% | +213.7% |
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