+97.7%
PRU vs PTEN
-38.4%
+136.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.2% |
| 7D | +3.6% | +10.6% | -7.0% | +1.0% |
| 30D | +8.9% | -4.9% | +13.8% | +9.2% |
| 3M | +0.2% | +1.4% | -1.3% | -1.6% |
| 6M | +23.7% | -7.0% | +30.8% | +22.6% |
| YTD | +13.7% | +84.8% | -71.0% | -7.8% |
| 1Y | +20.6% | +95.7% | -75.1% | -3.9% |
| 3Y | +56.3% | +2.0% | +54.4% | +40.7% |
| 5Y | +42.3% | +48.0% | -5.6% | +5.5% |
| All | +97.7% | -38.4% | +136.2% | +28.0% |
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