+273.8%
RTX vs PRU
+115.4%
+158.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +2.4% |
| 7D | -3.2% | +3.2% | -6.4% | -5.0% |
| 30D | +5.6% | +7.9% | -2.4% | +1.2% |
| 3M | -11.7% | +1.8% | -13.5% | -12.8% |
| 6M | +12.3% | +24.1% | -11.8% | -0.3% |
| YTD | +8.2% | +12.4% | -4.2% | +0.6% |
| 1Y | +12.6% | +20.9% | -8.3% | +0.6% |
| 3Y | +152.8% | +55.5% | +97.4% | +89.6% |
| 5Y | +140.2% | +42.7% | +97.5% | +83.4% |
| 10Y | +273.8% | +106.1% | +167.6% | +106.1% |
| All | +273.8% | +115.4% | +158.4% | +106.1% |
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