+950.2%
SMCI vs PRU
+97.4%
+852.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.5% | -10.8% | -11.1% |
| 7D | -0.3% | 0.0% | -0.3% | -0.4% |
| 30D | -30.9% | +7.9% | -38.9% | -33.6% |
| 3M | -28.2% | +0.9% | -29.1% | -29.0% |
| 6M | -17.7% | +22.4% | -40.0% | -25.9% |
| YTD | -7.8% | +12.7% | -20.5% | -14.6% |
| 1Y | -28.8% | +19.6% | -48.4% | -35.9% |
| 3Y | +1.5% | +54.0% | -52.5% | -22.0% |
| 5Y | +517.8% | +41.0% | +476.7% | +395.3% |
| All | +950.2% | +97.4% | +852.8% | +540.1% |
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