+71.2%
UBER vs PRU
+76.5%
-5.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.4% | +2.6% |
| 7D | +6.7% | +3.2% | +3.5% | +5.0% |
| 30D | -0.5% | +7.9% | -8.4% | -4.2% |
| 3M | -5.1% | +1.8% | -6.9% | -6.1% |
| 6M | -5.7% | +24.1% | -29.8% | -15.6% |
| YTD | -12.9% | +12.4% | -25.3% | -18.5% |
| 1Y | -22.6% | +20.9% | -43.5% | -30.4% |
| 3Y | +42.2% | +55.5% | -13.3% | +10.5% |
| 5Y | +56.4% | +42.7% | +13.7% | +26.7% |
| All | +71.2% | +76.5% | -5.3% | +29.2% |
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