+152.8%
SBUX vs PRU
+102.7%
+50.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | +0.2% | -2.8% | +3.0% | +1.4% |
| 30D | +19.1% | +8.5% | +10.6% | +15.0% |
| 3M | +3.6% | +1.7% | +1.9% | +2.8% |
| 6M | +5.1% | +24.8% | -19.6% | -4.7% |
| YTD | +32.9% | +13.3% | +19.6% | +24.8% |
| 1Y | +30.4% | +21.4% | +9.0% | +18.8% |
| 3Y | +13.0% | +54.8% | -41.8% | -9.0% |
| 5Y | +10.5% | +42.4% | -31.8% | -9.0% |
| 10Y | +152.8% | +98.4% | +54.3% | +55.7% |
| All | +152.8% | +102.7% | +50.1% | +55.7% |
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