+65.2%
HAS vs PRU
+27.9%
+37.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.6% | -3.5% | +0.6% |
| 7D | +2.4% | +9.8% | -7.3% | -1.0% |
| 30D | +31.6% | +11.6% | +20.0% | +26.4% |
| 3M | +33.9% | +3.7% | +30.2% | +31.5% |
| 6M | +31.4% | +33.0% | -1.5% | +19.1% |
| YTD | +51.6% | +16.6% | +35.1% | +44.1% |
| 1Y | +65.2% | +26.9% | +38.2% | +48.8% |
| All | +65.2% | +27.9% | +37.3% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling