+70.0%
UBER vs PRU
+77.9%
-7.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.2% | -2.8% | +4.0% | +2.6% |
| 30D | -1.1% | +8.5% | -9.7% | -5.1% |
| 3M | -10.0% | +1.7% | -11.8% | -10.9% |
| 6M | -7.2% | +24.8% | -31.9% | -17.2% |
| YTD | -13.5% | +13.3% | -26.8% | -19.4% |
| 1Y | -24.5% | +21.4% | -45.9% | -32.2% |
| 3Y | +37.0% | +54.8% | -17.8% | +6.7% |
| 5Y | +63.3% | +42.4% | +20.9% | +32.4% |
| All | +70.0% | +77.9% | -7.9% | +27.7% |
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