+106.1%
HBAN vs PRU
+102.7%
+3.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -1.1% | -2.8% | +1.7% | +1.3% |
| 30D | +3.1% | +8.5% | -5.4% | -4.2% |
| 3M | -9.8% | +1.7% | -11.5% | -11.5% |
| 6M | +1.4% | +24.8% | -23.4% | -16.6% |
| YTD | -5.8% | +13.3% | -19.1% | -16.8% |
| 1Y | +4.2% | +21.4% | -17.1% | -13.2% |
| 3Y | +74.9% | +54.8% | +20.1% | +17.6% |
| 5Y | +21.7% | +42.4% | -20.7% | -11.6% |
| 10Y | +106.1% | +98.4% | +7.6% | +5.2% |
| All | +106.1% | +102.7% | +3.4% | +5.2% |
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