+1,745.9%
SMCI vs PRU
+135.5%
+1,610.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.6% |
| 7D | +5.2% | -1.9% | +7.1% | +6.1% |
| 30D | +23.7% | -2.6% | +26.3% | +25.1% |
| 3M | -4.2% | +14.7% | -18.9% | -10.7% |
| 6M | +21.7% | +25.7% | -4.0% | +8.6% |
| YTD | +33.0% | +8.3% | +24.7% | +26.1% |
| 1Y | -9.3% | +17.3% | -26.6% | -17.4% |
| 3Y | +38.7% | +43.2% | -4.5% | +11.2% |
| 5Y | +967.2% | +43.5% | +923.6% | +753.3% |
| 10Y | +1,745.9% | +134.6% | +1,611.3% | +938.6% |
| All | +1,745.9% | +135.5% | +1,610.4% | +938.6% |
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