+1.7%
XEL vs PRU
+27.9%
-26.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.6% | -4.4% | +1.5% |
| 7D | +4.3% | +9.8% | -5.5% | +3.3% |
| 30D | +12.6% | +11.6% | +1.0% | +11.4% |
| 3M | +4.4% | +3.7% | +0.7% | +3.7% |
| 6M | +0.7% | +33.0% | -32.2% | -0.7% |
| YTD | +11.5% | +16.6% | -5.1% | +8.0% |
| 1Y | +1.7% | +26.9% | -25.2% | +0.7% |
| All | +1.7% | +27.9% | -26.1% | +0.7% |
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 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