-53.5%
USAR vs PRU
+20.7%
-74.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.4% |
| 7D | +0.8% | -2.8% | +3.6% | +1.6% |
| 30D | -30.1% | +8.5% | -38.6% | -31.9% |
| 3M | -56.3% | +1.7% | -58.0% | -56.4% |
| 6M | -68.6% | +24.8% | -93.3% | -71.8% |
| YTD | -30.5% | +13.3% | -43.8% | -39.3% |
| 1Y | -53.5% | +21.4% | -74.9% | -57.2% |
| All | -53.5% | +20.7% | -74.2% | -57.2% |
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 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