+26.9%
PRU vs PTEN
+79.8%
-52.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -9.4% | +15.9% | +6.0% |
| 7D | +9.8% | -15.5% | +25.2% | +8.8% |
| 30D | +11.6% | -7.8% | +19.4% | +11.0% |
| 3M | +3.7% | +6.4% | -2.7% | +3.5% |
| 6M | +33.0% | -11.9% | +44.8% | +32.5% |
| YTD | +16.6% | +79.4% | -62.8% | +10.3% |
| 1Y | +26.9% | +84.9% | -58.0% | +19.6% |
| All | +26.9% | +79.8% | -52.9% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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