+46.7%
TQQQ vs PRU
+42.1%
+4.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.9% |
| 7D | +10.4% | +3.6% | +6.8% | +5.6% |
| 30D | -22.2% | +8.9% | -31.0% | -30.7% |
| 3M | -25.1% | +0.2% | -25.3% | -26.0% |
| 6M | -25.0% | +23.7% | -48.7% | -45.4% |
| YTD | +10.1% | +13.7% | -3.7% | -11.0% |
| 1Y | +11.0% | +20.6% | -9.6% | -17.8% |
| 3Y | +195.0% | +56.3% | +138.6% | +44.5% |
| All | +46.7% | +42.1% | +4.6% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling