+4,419.4%
SMCI vs PRU
+174.9%
+4,244.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.9% |
| 7D | +6.8% | +1.9% | +4.9% | +6.1% |
| 30D | +30.6% | +2.7% | +27.9% | +29.3% |
| 3M | -15.6% | +19.5% | -35.0% | -21.1% |
| 6M | +21.3% | +26.6% | -5.4% | +11.0% |
| YTD | +35.3% | +12.3% | +22.9% | +28.4% |
| 1Y | -2.7% | +18.0% | -20.8% | -9.4% |
| 3Y | +40.3% | +47.0% | -6.7% | +19.3% |
| 5Y | +941.8% | +48.4% | +893.4% | +784.2% |
| 10Y | +1,687.4% | +142.4% | +1,544.9% | +1,124.9% |
| All | +4,419.4% | +174.9% | +4,244.6% | +2,019.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling