+2,876.9%
TQQQ vs PRU
+140.2%
+2,736.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +1.9% |
| 7D | -1.9% | -2.3% | +0.4% | +0.4% |
| 30D | -4.9% | -1.7% | -3.1% | -3.3% |
| 3M | -6.4% | +13.2% | -19.6% | -19.2% |
| 6M | +44.4% | +28.8% | +15.6% | +7.8% |
| YTD | +35.2% | +9.8% | +25.4% | +19.5% |
| 1Y | +49.5% | +17.4% | +32.2% | +22.0% |
| 3Y | +250.7% | +44.9% | +205.8% | +135.8% |
| 5Y | +104.7% | +46.6% | +58.1% | +48.4% |
| All | +2,876.9% | +140.2% | +2,736.7% | +1,456.5% |
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