+266.2%
SU vs PRU
+136.9%
+129.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.6% |
| 7D | +1.6% | -1.9% | +3.4% | +2.6% |
| 30D | +10.7% | -2.6% | +13.3% | +12.2% |
| 3M | +13.5% | +14.7% | -1.2% | +4.0% |
| 6M | +21.8% | +25.7% | -3.9% | +4.8% |
| YTD | +58.8% | +8.3% | +50.6% | +48.6% |
| 1Y | +72.0% | +17.3% | +54.7% | +52.3% |
| 3Y | +121.7% | +43.2% | +78.5% | +67.2% |
| 5Y | +350.4% | +43.5% | +306.9% | +231.9% |
| All | +266.2% | +136.9% | +129.3% | +96.8% |
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