+70.5%
XBI vs PRU
+17.6%
+52.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.3% |
| 7D | -3.6% | -1.9% | -1.7% | -3.3% |
| 30D | +0.9% | -2.6% | +3.4% | +1.3% |
| 3M | +21.4% | +14.7% | +6.7% | +17.1% |
| 6M | +25.5% | +25.7% | -0.2% | +17.6% |
| YTD | +30.8% | +8.3% | +22.6% | +24.6% |
| All | +70.5% | +17.6% | +52.9% | +61.1% |
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