+821.9%
TRGP vs PRU
+139.4%
+682.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.6% | +3.1% |
| 7D | -0.6% | +1.9% | -2.5% | -2.1% |
| 30D | +14.6% | -0.4% | +15.0% | +14.6% |
| 3M | +11.9% | +16.4% | -4.5% | -1.0% |
| 6M | +25.3% | +26.0% | -0.8% | +3.5% |
| YTD | +61.9% | +9.9% | +52.0% | +46.9% |
| 1Y | +87.3% | +18.8% | +68.5% | +59.7% |
| 3Y | +268.0% | +45.3% | +222.6% | +158.5% |
| 5Y | +638.2% | +45.6% | +592.7% | +401.9% |
| 10Y | +821.9% | +139.6% | +682.3% | +373.1% |
| All | +821.9% | +139.4% | +682.6% | +373.1% |
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