+350.3%
SU vs PRU
+45.5%
+304.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.8% |
| 7D | -1.0% | +1.9% | -2.9% | -1.9% |
| 30D | +13.7% | -0.4% | +14.1% | +13.8% |
| 3M | +8.0% | +16.4% | -8.4% | +0.1% |
| 6M | +21.0% | +26.0% | -5.0% | +7.2% |
| YTD | +56.2% | +9.9% | +46.3% | +47.6% |
| 1Y | +72.2% | +18.8% | +53.4% | +55.4% |
| 3Y | +118.1% | +45.3% | +72.7% | +68.3% |
| 5Y | +350.3% | +45.6% | +304.8% | +221.9% |
| All | +350.3% | +45.5% | +304.8% | +221.9% |
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 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