+15.1%
TEAM vs PRU
+27.9%
-12.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.6% | -7.2% | -3.5% |
| 7D | -13.7% | +9.8% | -23.5% | -17.5% |
| 30D | -3.4% | +11.6% | -15.0% | -8.6% |
| 3M | +72.1% | +3.7% | +68.4% | +69.3% |
| 6M | +103.8% | +33.0% | +70.9% | +79.2% |
| YTD | +17.1% | +16.6% | +0.5% | +11.5% |
| 1Y | +15.1% | +26.9% | -11.9% | +1.6% |
| All | +15.1% | +27.9% | -12.8% | +1.6% |
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