+660.9%
SNPS vs PRU
+99.2%
+561.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -1.9% |
| 7D | +1.1% | +3.6% | -2.6% | -0.2% |
| 30D | -5.2% | +8.9% | -14.0% | -8.2% |
| 3M | +10.6% | +0.2% | +10.4% | +10.1% |
| 6M | -10.6% | +23.7% | -34.4% | -17.7% |
| YTD | -3.1% | +13.7% | -16.8% | -8.2% |
| 1Y | +15.6% | +20.6% | -5.1% | +7.1% |
| 3Y | -12.9% | +56.3% | -69.3% | -26.6% |
| 5Y | +31.2% | +42.3% | -11.2% | +13.0% |
| All | +660.9% | +99.2% | +561.7% | +466.3% |
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 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