+217.5%
YUM vs PRU
+99.2%
+118.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | +0.1% | +3.6% | -3.5% | -1.0% |
| 30D | +10.0% | +8.9% | +1.1% | +7.0% |
| 3M | +7.5% | +0.2% | +7.3% | +7.3% |
| 6M | +8.8% | +23.7% | -14.9% | +1.3% |
| YTD | +8.2% | +13.7% | -5.5% | +3.0% |
| 1Y | +9.8% | +20.6% | -10.8% | +2.5% |
| 3Y | +36.4% | +56.3% | -19.9% | +14.1% |
| 5Y | +41.7% | +42.3% | -0.7% | +20.3% |
| All | +217.5% | +99.2% | +118.3% | +111.0% |
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