+155.4%
HBAN vs PRU
+135.5%
+19.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | +0.5% |
| 7D | -1.5% | -1.9% | +0.4% | +0.1% |
| 30D | -5.5% | -2.6% | -2.9% | -3.5% |
| 3M | -0.2% | +14.7% | -14.9% | -11.5% |
| 6M | +5.2% | +25.7% | -20.5% | -14.0% |
| YTD | -2.3% | +8.3% | -10.6% | -10.0% |
| 1Y | -2.2% | +17.3% | -19.5% | -15.8% |
| 3Y | +73.8% | +43.2% | +30.7% | +25.4% |
| 5Y | +35.2% | +43.5% | -8.3% | -1.9% |
| 10Y | +155.4% | +134.6% | +20.8% | +14.9% |
| All | +155.4% | +135.5% | +19.8% | +14.9% |
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 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