+469.9%
TXN vs PRU
+107.2%
+362.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | -3.8% | +3.8% | -7.6% | -5.3% |
| 30D | +6.4% | +9.0% | -2.6% | +2.4% |
| 3M | +7.7% | +2.1% | +5.5% | +6.4% |
| 6M | +5.5% | +25.4% | -19.9% | -5.3% |
| YTD | +77.0% | +13.5% | +63.5% | +65.5% |
| 1Y | +91.2% | +21.3% | +69.9% | +73.5% |
| 3Y | +121.5% | +55.1% | +66.4% | +79.8% |
| 5Y | +84.9% | +43.6% | +41.3% | +52.8% |
| 10Y | +469.9% | +99.2% | +370.6% | +311.3% |
| All | +469.9% | +107.2% | +362.7% | +311.3% |
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