+43.4%
SMCI vs PRU
+46.6%
-3.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.3% |
| 7D | +9.7% | +1.9% | +7.8% | +9.1% |
| 30D | +29.3% | -0.4% | +29.8% | +29.4% |
| 3M | -8.5% | +16.4% | -24.9% | -12.7% |
| 6M | +28.6% | +26.0% | +2.6% | +19.3% |
| YTD | +37.5% | +9.9% | +27.6% | +32.4% |
| 1Y | +0.5% | +18.8% | -18.2% | -6.2% |
| 3Y | +43.4% | +45.4% | -1.9% | -1.4% |
| All | +43.4% | +46.6% | -3.2% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling