+810.9%
TRGP vs PRU
+99.2%
+711.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.3% |
| 7D | +12.4% | +3.6% | +8.8% | +9.5% |
| 30D | +2.6% | +8.9% | -6.2% | -4.5% |
| 3M | +11.9% | +0.2% | +11.7% | +10.4% |
| 6M | +13.9% | +23.7% | -9.8% | -4.8% |
| YTD | +64.2% | +13.7% | +50.4% | +43.8% |
| 1Y | +78.5% | +20.6% | +57.9% | +49.1% |
| 3Y | +272.9% | +56.3% | +216.6% | +145.3% |
| 5Y | +510.7% | +42.3% | +468.4% | +320.2% |
| All | +810.9% | +99.2% | +711.7% | +379.4% |
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