+95.9%
PRU vs TECH
+187.7%
-91.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | 0.0% | +0.2% | -0.3% | -0.1% |
| 30D | +7.9% | +0.5% | +7.4% | +7.8% |
| 3M | +0.9% | +1.0% | -0.1% | +0.6% |
| 6M | +22.4% | +54.1% | -31.7% | +7.2% |
| YTD | +12.7% | +24.4% | -11.7% | +3.2% |
| 1Y | +19.6% | +19.3% | +0.3% | +10.8% |
| 3Y | +54.0% | +28.5% | +25.5% | +32.0% |
| 5Y | +41.0% | -41.0% | +82.0% | +54.6% |
| All | +95.9% | +187.7% | -91.8% | -5.1% |
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