+50.4%
PRU vs TECH
+25.9%
+24.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | +2.4% | +0.2% | +2.2% | +2.4% |
| 30D | +6.1% | +0.3% | +5.8% | +6.1% |
| 3M | -0.7% | +1.3% | -2.1% | -0.9% |
| 6M | +22.1% | +54.0% | -31.9% | +12.0% |
| YTD | +9.8% | +24.3% | -14.5% | +4.1% |
| 1Y | +19.4% | +25.8% | -6.5% | +12.7% |
| 3Y | +50.4% | +26.0% | +24.4% | +38.7% |
| All | +50.4% | +25.9% | +24.5% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling