+92.6%
HAS vs PRU
+99.2%
-6.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | +1.4% | +3.6% | -2.2% | -0.4% |
| 30D | +26.3% | +8.9% | +17.4% | +21.0% |
| 3M | +25.6% | +0.2% | +25.4% | +25.2% |
| 6M | +30.3% | +23.7% | +6.5% | +16.6% |
| YTD | +50.4% | +13.7% | +36.6% | +39.8% |
| 1Y | +57.7% | +20.6% | +37.1% | +42.3% |
| 3Y | +213.4% | +56.3% | +157.0% | +144.4% |
| 5Y | +49.1% | +42.3% | +6.7% | +19.7% |
| All | +92.6% | +99.2% | -6.7% | +15.7% |
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