+3,306.4%
V vs PRU
+234.9%
+3,071.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.9% |
| 7D | -0.8% | +3.2% | -4.0% | -1.8% |
| 30D | +9.5% | +7.9% | +1.6% | +6.8% |
| 3M | +16.7% | +1.8% | +14.9% | +15.9% |
| 6M | +32.9% | +24.1% | +8.8% | +23.9% |
| YTD | +21.1% | +12.4% | +8.7% | +16.1% |
| 1Y | +26.6% | +20.9% | +5.7% | +18.6% |
| 3Y | +78.4% | +55.5% | +22.9% | +52.6% |
| 5Y | +105.5% | +42.7% | +62.8% | +79.2% |
| 10Y | +444.2% | +106.1% | +338.1% | +300.5% |
| All | +3,306.4% | +234.9% | +3,071.5% | +1,750.3% |
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 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