+454.5%
TEAM vs PRU
+102.7%
+351.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -19.7% | -2.8% | -16.9% | -18.9% |
| 30D | -26.6% | +8.5% | -35.1% | -28.5% |
| 3M | -1.1% | +1.7% | -2.8% | -1.6% |
| 6M | +74.6% | +24.8% | +49.8% | +63.2% |
| YTD | -6.0% | +13.3% | -19.3% | -9.6% |
| 1Y | -3.2% | +21.4% | -24.6% | -8.9% |
| 3Y | -13.5% | +54.8% | -68.3% | -23.1% |
| 5Y | -65.5% | +42.4% | -107.8% | -68.8% |
| 10Y | +454.5% | +98.4% | +356.1% | +351.3% |
| All | +454.5% | +102.7% | +351.8% | +351.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling