+101.7%
TQQQ vs PRU
+43.7%
+58.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | +1.1% |
| 7D | +2.8% | -1.9% | +4.7% | +5.3% |
| 30D | -3.0% | -2.6% | -0.5% | 0.0% |
| 3M | -2.7% | +14.7% | -17.4% | -20.4% |
| 6M | +45.4% | +25.7% | +19.8% | +4.1% |
| YTD | +36.3% | +8.3% | +28.0% | +18.7% |
| 1Y | +53.4% | +17.3% | +36.1% | +17.9% |
| 3Y | +265.6% | +43.2% | +222.4% | +107.6% |
| 5Y | +101.7% | +43.5% | +58.2% | +29.5% |
| All | +101.7% | +43.7% | +58.0% | +29.5% |
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 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