+129.7%
HBAN vs PRU
+809.5%
-679.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | +3.2% | +7.9% | -4.7% | -2.7% |
| 3M | -11.1% | +0.9% | -11.9% | -12.0% |
| 6M | +1.2% | +22.4% | -21.2% | -13.2% |
| YTD | -6.7% | +12.7% | -19.4% | -15.7% |
| 1Y | +2.4% | +19.6% | -17.2% | -11.4% |
| 3Y | +73.3% | +54.0% | +19.3% | +24.8% |
| 5Y | +20.7% | +41.0% | -20.3% | -6.0% |
| 10Y | +104.1% | +97.4% | +6.7% | +22.8% |
| All | +129.7% | +809.5% | -679.8% | -46.2% |
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 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