+36.3%
HBAN vs PRU
+45.9%
-9.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | +0.3% |
| 7D | +2.1% | +1.9% | +0.2% | +0.3% |
| 30D | -4.5% | -0.4% | -4.1% | -4.2% |
| 3M | +2.6% | +16.4% | -13.9% | -10.8% |
| 6M | +4.7% | +26.0% | -21.3% | -15.5% |
| YTD | -1.5% | +9.9% | -11.4% | -10.8% |
| 1Y | -1.9% | +18.8% | -20.7% | -17.4% |
| 3Y | +75.2% | +45.3% | +29.9% | +19.3% |
| All | +36.3% | +45.9% | -9.6% | -8.6% |
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