+263.3%
SNDK vs PRU
+20.9%
+242.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.5% |
| 7D | +6.0% | +3.6% | +2.4% | +6.2% |
| 30D | -36.9% | +8.9% | -45.8% | -35.9% |
| 3M | -42.1% | +0.2% | -42.3% | -41.1% |
| 6M | -38.8% | +23.7% | -62.6% | -40.9% |
| YTD | +272.8% | +13.7% | +259.1% | +254.2% |
| 1Y | +263.3% | +20.6% | +242.7% | +232.3% |
| All | +263.3% | +20.9% | +242.4% | +232.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling