+216.7%
SU vs PRU
+42.9%
+173.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | 0.0% |
| 7D | -10.2% | +3.8% | -14.0% | -11.9% |
| 30D | -6.2% | +9.0% | -15.2% | -10.1% |
| 3M | +8.7% | +2.1% | +6.6% | +7.1% |
| 6M | +7.2% | +25.4% | -18.2% | -4.4% |
| YTD | +55.9% | +13.5% | +42.4% | +44.8% |
| 1Y | +60.4% | +21.3% | +39.1% | +43.5% |
| 3Y | +125.2% | +55.1% | +70.1% | +68.2% |
| 5Y | +216.7% | +43.6% | +173.2% | +133.3% |
| All | +216.7% | +42.9% | +173.9% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling