+739.5%
TRGP vs PRU
+115.4%
+624.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.1% | +1.7% |
| 7D | -7.2% | +3.2% | -10.3% | -9.6% |
| 30D | -4.2% | +7.9% | -12.1% | -10.2% |
| 3M | +7.0% | +1.8% | +5.2% | +4.3% |
| 6M | +11.2% | +24.1% | -12.9% | -7.3% |
| YTD | +51.1% | +12.4% | +38.7% | +33.6% |
| 1Y | +62.0% | +20.9% | +41.1% | +35.1% |
| 3Y | +248.2% | +55.5% | +192.7% | +130.2% |
| 5Y | +432.4% | +42.7% | +389.7% | +265.6% |
| 10Y | +739.5% | +106.1% | +633.4% | +365.3% |
| All | +739.5% | +115.4% | +624.1% | +365.3% |
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