+139.6%
PRU vs TECH
+178.6%
-39.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | +1.9% | +0.2% | +1.7% | +1.9% |
| 30D | -0.4% | +0.1% | -0.6% | -0.5% |
| 3M | +16.4% | +37.5% | -21.1% | +5.6% |
| 6M | +26.0% | +34.6% | -8.5% | +13.3% |
| YTD | +9.9% | +23.5% | -13.6% | +0.8% |
| 1Y | +18.8% | +34.4% | -15.6% | +5.1% |
| 3Y | +45.4% | +2.3% | +43.1% | +34.6% |
| 5Y | +45.6% | -41.7% | +87.3% | +59.6% |
| 10Y | +139.6% | +177.6% | -38.0% | +17.0% |
| All | +139.6% | +178.6% | -39.0% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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