+4,645.1%
URI vs PRU
+809.8%
+3,835.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.3% | -3.8% | -5.2% |
| 7D | -12.9% | +4.8% | -17.7% | -15.5% |
| 30D | -3.4% | +7.9% | -11.3% | -7.7% |
| 3M | -10.0% | +3.1% | -13.1% | -12.1% |
| 6M | +12.2% | +25.2% | -13.0% | -2.5% |
| YTD | +29.8% | +12.7% | +17.0% | +18.7% |
| 1Y | +24.6% | +23.5% | +1.1% | +8.2% |
| 3Y | +137.6% | +50.6% | +87.0% | +83.9% |
| 5Y | +176.6% | +40.9% | +135.8% | +125.0% |
| 10Y | +1,402.6% | +125.5% | +1,277.1% | +857.7% |
| All | +4,645.1% | +809.8% | +3,835.2% | +898.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling