-49.8%
USAR vs PRU
+27.9%
-77.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.6% | -12.4% | -7.5% |
| 7D | -21.8% | +9.8% | -31.5% | -23.9% |
| 30D | -39.9% | +11.6% | -51.5% | -42.0% |
| 3M | -52.5% | +3.7% | -56.2% | -52.9% |
| 6M | -67.9% | +33.0% | -100.9% | -72.0% |
| YTD | -31.1% | +16.6% | -47.7% | -40.1% |
| 1Y | -49.8% | +26.9% | -76.8% | -54.3% |
| All | -49.8% | +27.9% | -77.7% | -54.3% |
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