+100.5%
HAS vs PRU
+115.4%
-14.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.8% |
| 7D | -0.2% | +2.4% | -2.5% | -1.4% |
| 30D | +31.0% | +6.1% | +24.9% | +27.2% |
| 3M | +30.7% | -0.7% | +31.4% | +30.9% |
| 6M | +23.9% | +22.1% | +1.8% | +11.7% |
| YTD | +48.3% | +9.8% | +38.5% | +40.3% |
| 1Y | +60.2% | +19.4% | +40.9% | +45.4% |
| 3Y | +189.2% | +50.4% | +138.8% | +130.2% |
| 5Y | +50.4% | +37.2% | +13.3% | +23.1% |
| All | +100.5% | +115.4% | -14.9% | +23.6% |
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