+5.3%
UNH vs PRU
+45.5%
-40.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.4% |
| 7D | +1.1% | +1.9% | -0.8% | +0.7% |
| 30D | -1.5% | -0.4% | -1.1% | -1.5% |
| 3M | -0.8% | +16.4% | -17.3% | -4.4% |
| 6M | +41.8% | +26.0% | +15.8% | +33.9% |
| YTD | +23.1% | +9.9% | +13.2% | +20.0% |
| 1Y | +28.5% | +18.8% | +9.7% | +23.1% |
| 3Y | -11.8% | +45.4% | -57.1% | -20.9% |
| 5Y | +5.3% | +45.6% | -40.2% | -6.9% |
| All | +5.3% | +45.5% | -40.1% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling