+1,303.8%
HAS vs PRU
+809.8%
+494.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -0.8% |
| 7D | 0.0% | +4.8% | -4.8% | -1.4% |
| 30D | +31.3% | +7.9% | +23.5% | +28.6% |
| 3M | +32.1% | +3.1% | +29.0% | +30.9% |
| 6M | +28.1% | +25.2% | +2.9% | +20.1% |
| YTD | +49.1% | +12.7% | +36.4% | +43.6% |
| 1Y | +60.5% | +23.5% | +37.0% | +50.7% |
| 3Y | +183.9% | +50.6% | +133.3% | +151.4% |
| 5Y | +51.2% | +40.9% | +10.4% | +35.6% |
| 10Y | +105.3% | +125.5% | -20.2% | +57.7% |
| All | +1,303.8% | +809.8% | +494.0% | +472.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling