+779.9%
PRU vs TECH
+1,010.3%
-230.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | +6.1% | +0.3% | +5.8% | +6.0% |
| 3M | -0.7% | +1.3% | -2.1% | -1.2% |
| 6M | +22.1% | +54.0% | -31.9% | +1.0% |
| YTD | +9.8% | +24.3% | -14.5% | -3.3% |
| 1Y | +19.4% | +25.8% | -6.5% | +4.3% |
| 3Y | +50.4% | +26.0% | +24.4% | +22.3% |
| 5Y | +37.2% | -40.1% | +77.3% | +48.6% |
| 10Y | +119.5% | +210.6% | -91.1% | -2.7% |
| All | +779.9% | +1,010.3% | -230.4% | +136.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling