+602.6%
ABBV vs PRU
+102.7%
+499.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.1% | -2.8% | +2.9% | +0.8% |
| 30D | +5.6% | +8.5% | -2.9% | +3.2% |
| 3M | +18.7% | +1.7% | +16.9% | +17.9% |
| 6M | +47.4% | +24.8% | +22.6% | +38.7% |
| YTD | +33.0% | +13.3% | +19.7% | +27.8% |
| 1Y | +34.9% | +21.4% | +13.5% | +27.2% |
| 3Y | +135.2% | +54.8% | +80.4% | +104.5% |
| 5Y | +202.1% | +42.4% | +159.7% | +163.9% |
| 10Y | +602.6% | +98.4% | +504.1% | +462.2% |
| All | +602.6% | +102.7% | +499.9% | +462.2% |
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