+51.2%
HAS vs PRU
+38.4%
+12.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -0.1% |
| 7D | 0.0% | +4.8% | -4.8% | -2.4% |
| 30D | +31.3% | +7.9% | +23.5% | +26.5% |
| 3M | +32.1% | +3.1% | +29.0% | +29.9% |
| 6M | +28.1% | +25.2% | +2.9% | +14.2% |
| YTD | +49.1% | +12.7% | +36.4% | +39.5% |
| 1Y | +60.5% | +23.5% | +37.0% | +43.3% |
| 3Y | +183.9% | +50.6% | +133.3% | +123.4% |
| 5Y | +51.2% | +40.9% | +10.4% | +21.1% |
| All | +51.2% | +38.4% | +12.8% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling