+558.6%
SNPS vs PRU
+142.7%
+415.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -5.1% |
| 7D | -11.0% | +1.9% | -12.9% | -11.6% |
| 30D | -1.7% | +2.7% | -4.5% | -2.7% |
| 3M | -20.4% | +19.5% | -39.8% | -25.5% |
| 6M | -8.6% | +26.6% | -35.3% | -16.4% |
| YTD | -16.2% | +12.3% | -28.5% | -20.0% |
| 1Y | -34.6% | +18.0% | -52.6% | -38.7% |
| 3Y | -14.5% | +47.0% | -61.5% | -26.1% |
| 5Y | +17.0% | +48.4% | -31.4% | -0.1% |
| All | +558.6% | +142.7% | +415.9% | +330.6% |
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