+137.1%
EOG vs PRU
+99.2%
+37.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | +7.6% | +3.6% | +4.0% | +5.2% |
| 30D | +3.4% | +8.9% | -5.5% | -2.8% |
| 3M | +12.7% | +0.2% | +12.5% | +11.4% |
| 6M | +19.0% | +23.7% | -4.7% | +2.2% |
| YTD | +55.6% | +13.7% | +41.8% | +39.0% |
| 1Y | +49.5% | +20.6% | +28.9% | +28.2% |
| 3Y | +43.2% | +56.3% | -13.2% | -1.5% |
| 5Y | +111.8% | +42.3% | +69.5% | +51.2% |
| All | +137.1% | +99.2% | +37.8% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling