+66.5%
SU vs PRU
+18.5%
+48.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | +1.7% | -3.8% | +5.5% | +1.5% |
| 30D | +9.6% | -2.0% | +11.6% | +9.6% |
| 3M | +11.7% | +14.0% | -2.2% | +12.1% |
| 6M | +21.9% | +27.2% | -5.3% | +22.8% |
| YTD | +58.6% | +9.1% | +49.6% | +59.1% |
| 1Y | +66.5% | +18.1% | +48.5% | +64.8% |
| All | +66.5% | +18.5% | +48.0% | +64.8% |
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