+265.7%
SU vs PRU
+138.7%
+127.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | +1.7% | -3.8% | +5.5% | +4.0% |
| 30D | +9.6% | -2.0% | +11.6% | +10.7% |
| 3M | +11.7% | +14.0% | -2.2% | +2.8% |
| 6M | +21.9% | +27.2% | -5.3% | +4.1% |
| YTD | +58.6% | +9.1% | +49.6% | +47.7% |
| 1Y | +66.5% | +18.1% | +48.5% | +46.9% |
| 3Y | +121.4% | +44.3% | +77.2% | +66.2% |
| 5Y | +355.7% | +45.7% | +310.0% | +232.6% |
| All | +265.7% | +138.7% | +127.0% | +95.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling