-28.4%
SNDU vs PRU
+35.3%
-63.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.9% | -12.4% | -10.7% |
| 7D | +9.0% | +3.6% | +5.3% | +11.7% |
| 30D | -67.4% | +8.9% | -76.3% | -63.6% |
| 3M | -75.6% | +0.2% | -75.8% | -74.7% |
| 6M | -84.0% | +23.7% | -107.7% | -80.8% |
| All | -28.4% | +35.3% | -63.7% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling