+63.6%
SU vs PRU
+20.9%
+42.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +1.0% |
| 7D | +1.7% | +3.6% | -1.9% | +2.1% |
| 30D | -7.9% | +8.9% | -16.7% | -7.0% |
| 3M | +7.5% | +0.2% | +7.4% | +8.2% |
| 6M | +7.2% | +23.7% | -16.5% | +9.0% |
| YTD | +60.9% | +13.7% | +47.2% | +62.4% |
| 1Y | +63.6% | +20.6% | +43.0% | +64.9% |
| All | +63.6% | +20.9% | +42.7% | +64.9% |
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