+0.7%
SYY vs PRU
+19.3%
-18.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | -2.8% | +1.9% | -4.7% | -2.9% |
| 30D | -5.3% | -0.4% | -4.8% | -5.3% |
| 3M | +5.1% | +16.4% | -11.3% | +4.0% |
| 6M | -5.0% | +26.0% | -31.0% | -6.0% |
| YTD | +10.7% | +9.9% | +0.8% | +10.4% |
| 1Y | +0.7% | +18.8% | -18.1% | -1.9% |
| All | +0.7% | +19.3% | -18.6% | -1.9% |
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