+189.2%
HAS vs PRU
+46.4%
+142.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.7% |
| 7D | -0.2% | +2.4% | -2.5% | -1.3% |
| 30D | +31.0% | +6.1% | +24.9% | +27.4% |
| 3M | +30.7% | -0.7% | +31.4% | +30.8% |
| 6M | +23.9% | +22.1% | +1.8% | +12.4% |
| YTD | +48.3% | +9.8% | +38.5% | +41.2% |
| 1Y | +60.2% | +19.4% | +40.9% | +46.1% |
| 3Y | +189.2% | +50.4% | +138.8% | +99.9% |
| All | +189.2% | +46.4% | +142.8% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling