+748.4%
TT vs PRU
+97.4%
+651.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +8.1% | 0.0% | +8.1% | +8.0% |
| 30D | -11.3% | +7.9% | -19.2% | -14.5% |
| 3M | -11.2% | +0.9% | -12.1% | -11.9% |
| 6M | -8.9% | +22.4% | -31.3% | -17.5% |
| YTD | +9.7% | +12.7% | -3.0% | +2.5% |
| 1Y | +1.3% | +19.6% | -18.3% | -8.0% |
| 3Y | +93.4% | +54.0% | +39.4% | +52.9% |
| 5Y | +133.5% | +41.0% | +92.5% | +89.6% |
| All | +748.4% | +97.4% | +651.0% | +430.6% |
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