+55.1%
PRU vs PTEN
-7.6%
+62.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.7% |
| 7D | +3.8% | -14.5% | +18.2% | +6.0% |
| 30D | +9.0% | -11.1% | +20.2% | +10.2% |
| 3M | +2.1% | -7.8% | +10.0% | +2.2% |
| 6M | +25.4% | -10.5% | +35.9% | +25.2% |
| YTD | +13.5% | +69.3% | -55.8% | -3.8% |
| 1Y | +21.3% | +70.5% | -49.2% | +2.3% |
| 3Y | +55.1% | -7.1% | +62.2% | +43.9% |
| All | +55.1% | -7.6% | +62.7% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling