+3,309.9%
V vs PRU
+236.0%
+3,073.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -2.1% |
| 7D | +2.9% | +4.8% | -1.8% | +1.4% |
| 30D | +14.0% | +7.9% | +6.2% | +11.3% |
| 3M | +14.9% | +3.1% | +11.8% | +13.7% |
| 6M | +31.7% | +25.2% | +6.5% | +22.4% |
| YTD | +21.2% | +12.7% | +8.5% | +16.1% |
| 1Y | +25.3% | +23.5% | +1.8% | +16.5% |
| 3Y | +77.5% | +50.6% | +26.9% | +53.5% |
| 5Y | +102.6% | +40.9% | +61.7% | +77.5% |
| 10Y | +464.3% | +125.5% | +338.9% | +304.9% |
| All | +3,309.9% | +236.0% | +3,073.9% | +1,750.7% |
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