+86.2%
SU vs PRU
+27.9%
+58.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.6% | -11.1% | -3.7% |
| 7D | -7.1% | +9.8% | -16.9% | -6.1% |
| 30D | +4.8% | +11.6% | -6.8% | +6.0% |
| 3M | +12.5% | +3.7% | +8.8% | +13.5% |
| 6M | +6.5% | +33.0% | -26.5% | +8.9% |
| YTD | +65.8% | +16.6% | +49.2% | +68.0% |
| 1Y | +86.2% | +26.9% | +59.2% | +90.8% |
| All | +86.2% | +27.9% | +58.3% | +90.8% |
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 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