+20.6%
PRU vs PTEN
+90.8%
-70.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +1.1% |
| 7D | +3.6% | +10.6% | -7.0% | +4.2% |
| 30D | +8.9% | -4.9% | +13.8% | +8.5% |
| 3M | +0.2% | +1.4% | -1.3% | 0.0% |
| 6M | +23.7% | -7.0% | +30.8% | +23.5% |
| YTD | +13.7% | +84.8% | -71.0% | +5.0% |
| 1Y | +20.6% | +95.7% | -75.1% | +10.2% |
| All | +20.6% | +90.8% | -70.2% | +10.2% |
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