+603.7%
ABBV vs PRU
+115.4%
+488.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.1% |
| 7D | +1.5% | +3.2% | -1.6% | +0.7% |
| 30D | +6.7% | +7.9% | -1.2% | +4.5% |
| 3M | +19.9% | +1.8% | +18.1% | +19.2% |
| 6M | +47.5% | +24.1% | +23.3% | +38.9% |
| YTD | +32.2% | +12.4% | +19.8% | +27.4% |
| 1Y | +37.8% | +20.9% | +16.9% | +30.1% |
| 3Y | +134.8% | +55.5% | +79.3% | +103.8% |
| 5Y | +203.0% | +42.7% | +160.3% | +164.5% |
| 10Y | +603.7% | +106.1% | +497.5% | +431.2% |
| All | +603.7% | +115.4% | +488.3% | +431.2% |
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