+417.0%
RSG vs PRU
+138.7%
+278.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -1.8% | -3.8% | +2.0% | -0.7% |
| 30D | +2.8% | -2.0% | +4.8% | +3.3% |
| 3M | +4.3% | +14.0% | -9.7% | +0.4% |
| 6M | -0.5% | +27.2% | -27.8% | -7.3% |
| YTD | +5.2% | +9.1% | -3.9% | +2.1% |
| 1Y | -2.1% | +18.1% | -20.2% | -7.3% |
| 3Y | +56.5% | +44.3% | +12.3% | +36.9% |
| 5Y | +89.5% | +45.7% | +43.8% | +62.0% |
| All | +417.0% | +138.7% | +278.3% | +250.1% |
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