+800.4%
PRU vs TECH
+1,004.9%
-204.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +2.7% | +0.7% | +2.0% | +2.4% |
| 3M | +19.5% | +36.3% | -16.9% | +4.4% |
| 6M | +26.6% | +25.6% | +1.1% | +12.0% |
| YTD | +12.3% | +23.7% | -11.4% | -0.9% |
| 1Y | +18.0% | +37.6% | -19.6% | -1.7% |
| 3Y | +47.0% | -6.6% | +53.6% | +36.1% |
| 5Y | +48.4% | -42.2% | +90.7% | +62.7% |
| 10Y | +142.4% | +187.6% | -45.1% | +11.3% |
| All | +800.4% | +1,004.9% | -204.5% | +142.1% |
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 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