+234.2%
SU vs PRU
+98.4%
+135.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -4.3% | -2.8% | -1.4% | -2.7% |
| 30D | -6.2% | +8.5% | -14.7% | -11.3% |
| 3M | +9.7% | +1.7% | +7.9% | +7.6% |
| 6M | +7.3% | +24.8% | -17.5% | -7.4% |
| YTD | +58.7% | +13.3% | +45.5% | +43.4% |
| 1Y | +59.7% | +21.4% | +38.4% | +37.9% |
| 3Y | +129.2% | +54.8% | +74.4% | +63.4% |
| 5Y | +223.7% | +42.4% | +181.3% | +138.1% |
| All | +234.2% | +98.4% | +135.8% | +76.6% |
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