+134.7%
PRU vs PTEN
-15.3%
+150.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.8% | +2.8% | -6.6% | -4.5% |
| 30D | -2.0% | +17.6% | -19.6% | -6.3% |
| 3M | +14.0% | +8.2% | +5.8% | +10.2% |
| 6M | +27.2% | +38.1% | -10.9% | +13.7% |
| YTD | +9.1% | +117.3% | -108.2% | -14.1% |
| 1Y | +18.1% | +146.1% | -128.0% | -11.1% |
| 3Y | +44.3% | -3.0% | +47.3% | +33.0% |
| 5Y | +45.7% | +93.5% | -47.7% | +1.0% |
| All | +134.7% | -15.3% | +150.0% | +44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling