+75.9%
UBER vs PRU
+72.6%
+3.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.4% |
| 7D | -2.8% | +1.9% | -4.7% | -3.7% |
| 30D | -2.5% | -0.4% | -2.1% | -2.4% |
| 3M | +4.4% | +16.4% | -12.0% | -3.4% |
| 6M | -2.7% | +26.0% | -28.7% | -13.7% |
| YTD | -10.5% | +9.9% | -20.4% | -15.3% |
| 1Y | -22.5% | +18.8% | -41.3% | -29.8% |
| 3Y | +54.8% | +45.3% | +9.5% | +24.4% |
| 5Y | +82.5% | +45.6% | +36.9% | +46.5% |
| All | +75.9% | +72.6% | +3.3% | +34.2% |
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