+213.6%
YUM vs PRU
+97.4%
+116.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -4.1% | 0.0% | -4.0% | -4.1% |
| 30D | +8.4% | +7.9% | +0.4% | +5.7% |
| 3M | +6.5% | +0.9% | +5.6% | +6.1% |
| 6M | +5.3% | +22.4% | -17.1% | -1.6% |
| YTD | +6.9% | +12.7% | -5.8% | +2.1% |
| 1Y | +8.7% | +19.6% | -10.8% | +1.8% |
| 3Y | +34.1% | +54.0% | -19.9% | +12.7% |
| 5Y | +39.9% | +41.0% | -1.1% | +19.2% |
| All | +213.6% | +97.4% | +116.2% | +109.0% |
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