+33.1%
URI vs PRU
+20.8%
+12.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.4% | +4.5% | +6.5% |
| 7D | -4.0% | +3.2% | -7.2% | -4.3% |
| 30D | +6.8% | +7.9% | -1.1% | +5.8% |
| 3M | -2.8% | +1.8% | -4.6% | -3.1% |
| 6M | +20.9% | +24.1% | -3.3% | +15.5% |
| YTD | +40.2% | +12.4% | +27.9% | +36.1% |
| All | +33.1% | +20.8% | +12.3% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling