+49.9%
TRV vs PRU
+27.9%
+22.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.6% | -3.1% | +1.6% |
| 7D | +3.9% | +9.8% | -5.9% | +1.2% |
| 30D | +13.5% | +11.6% | +1.9% | +10.1% |
| 3M | +8.9% | +3.7% | +5.2% | +7.4% |
| 6M | +36.8% | +33.0% | +3.8% | +29.9% |
| YTD | +42.7% | +16.6% | +26.1% | +37.4% |
| 1Y | +49.9% | +26.9% | +22.9% | +41.8% |
| All | +49.9% | +27.9% | +22.0% | +41.8% |
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