+278.0%
RTX vs PRU
+142.7%
+135.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | -5.2% | +1.9% | -7.0% | -6.1% |
| 30D | -9.4% | +2.7% | -12.1% | -10.7% |
| 3M | +12.3% | +19.5% | -7.2% | +2.1% |
| 6M | -3.1% | +26.6% | -29.8% | -14.7% |
| YTD | +10.7% | +12.3% | -1.7% | +3.3% |
| 1Y | +28.4% | +18.0% | +10.4% | +16.4% |
| 3Y | +147.1% | +47.0% | +100.0% | +91.7% |
| 5Y | +167.2% | +48.4% | +118.8% | +99.7% |
| All | +278.0% | +142.7% | +135.3% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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