+21.7%
HBAN vs PRU
+43.3%
-21.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.5% |
| 3M | -9.8% | +1.7% | -11.5% | -11.6% |
| 6M | +1.4% | +24.8% | -23.4% | -17.4% |
| YTD | -5.8% | +13.3% | -19.1% | -17.2% |
| 1Y | +4.2% | +21.4% | -17.1% | -14.2% |
| 3Y | +74.9% | +54.8% | +20.1% | +11.8% |
| 5Y | +21.7% | +42.4% | -20.7% | -16.7% |
| All | +21.7% | +43.3% | -21.6% | -16.7% |
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