+14.7%
SNOW vs PRU
+138.8%
-124.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.2% | +4.5% |
| 7D | +0.2% | +3.2% | -3.0% | -1.2% |
| 30D | -21.1% | +7.9% | -29.0% | -23.8% |
| 3M | -11.9% | +1.8% | -13.7% | -12.8% |
| 6M | +91.0% | +24.1% | +66.8% | +72.7% |
| YTD | +32.7% | +12.4% | +20.4% | +25.2% |
| 1Y | +10.8% | +20.9% | -10.2% | +0.9% |
| 3Y | +86.2% | +55.5% | +30.7% | +52.7% |
| 5Y | -22.7% | +42.7% | -65.4% | -34.7% |
| All | +14.7% | +138.8% | -124.2% | +8.8% |
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