+24.6%
SYY vs PRU
+56.8%
-32.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | +0.3% | +3.6% | -3.3% | -0.5% |
| 30D | -4.8% | +8.9% | -13.6% | -6.6% |
| 3M | -7.1% | +0.2% | -7.2% | -7.2% |
| 6M | +6.8% | +23.7% | -16.9% | +1.6% |
| YTD | +7.7% | +13.7% | -6.1% | +4.4% |
| 1Y | +5.7% | +20.6% | -14.9% | +0.8% |
| 3Y | +24.6% | +56.3% | -31.8% | +4.8% |
| All | +24.6% | +56.8% | -32.2% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling