+92.6%
UAL vs PRU
+115.4%
-22.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.7% | +4.5% |
| 7D | +8.2% | +2.4% | +5.8% | +5.9% |
| 30D | +2.3% | +6.1% | -3.8% | -3.2% |
| 3M | -12.7% | -0.7% | -12.0% | -12.2% |
| 6M | +12.7% | +22.1% | -9.4% | -7.3% |
| YTD | +0.8% | +9.8% | -9.0% | -8.7% |
| 1Y | +17.8% | +19.4% | -1.6% | -1.3% |
| 3Y | +206.7% | +50.4% | +156.3% | +108.8% |
| 5Y | +113.9% | +37.2% | +76.7% | +59.0% |
| All | +92.6% | +115.4% | -22.7% | -1.7% |
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