+945.5%
SMCI vs PRU
+99.2%
+846.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.9% |
| 7D | -6.6% | +3.6% | -10.2% | -8.0% |
| 30D | -24.9% | +8.9% | -33.8% | -28.1% |
| 3M | -31.4% | +0.2% | -31.6% | -31.9% |
| 6M | -16.0% | +23.7% | -39.8% | -24.8% |
| YTD | -8.2% | +13.7% | -21.9% | -15.3% |
| 1Y | -23.4% | +20.6% | -44.1% | -31.3% |
| 3Y | +5.0% | +56.3% | -51.3% | -19.8% |
| 5Y | +515.0% | +42.3% | +472.7% | +391.1% |
| All | +945.5% | +99.2% | +846.3% | +534.7% |
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