+344.9%
TRV vs PRU
+99.2%
+245.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | +2.0% | +3.6% | -1.6% | +0.3% |
| 30D | +6.7% | +8.9% | -2.1% | +2.4% |
| 3M | +9.4% | +0.2% | +9.2% | +9.1% |
| 6M | +37.7% | +23.7% | +14.0% | +24.1% |
| YTD | +40.6% | +13.7% | +26.8% | +30.9% |
| 1Y | +42.4% | +20.6% | +21.8% | +28.8% |
| 3Y | +148.1% | +56.3% | +91.8% | +94.2% |
| 5Y | +181.7% | +42.3% | +139.3% | +126.4% |
| All | +344.9% | +99.2% | +245.7% | +183.1% |
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 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