+98.4%
PRU vs PTEN
-41.7%
+140.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -1.1% |
| 7D | -2.8% | -2.2% | -0.7% | -2.3% |
| 30D | +8.5% | -8.0% | +16.5% | +9.8% |
| 3M | +1.7% | -5.0% | +6.8% | +1.6% |
| 6M | +24.8% | -10.6% | +35.4% | +24.8% |
| YTD | +13.3% | +75.5% | -62.2% | -7.0% |
| 1Y | +21.4% | +70.2% | -48.8% | +0.2% |
| 3Y | +54.8% | -3.7% | +58.5% | +41.4% |
| 5Y | +42.4% | +34.9% | +7.4% | +8.1% |
| 10Y | +98.4% | -41.4% | +139.9% | +29.6% |
| All | +98.4% | -41.7% | +140.1% | +29.6% |
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 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