+146.2%
HBAN vs PRU
+806.6%
-660.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.5% |
| 7D | +0.7% | +1.9% | -1.2% | -0.7% |
| 30D | -3.2% | +2.7% | -6.0% | -5.2% |
| 3M | +4.0% | +19.5% | -15.5% | -8.9% |
| 6M | +3.1% | +26.6% | -23.5% | -13.6% |
| YTD | 0.0% | +12.3% | -12.3% | -9.1% |
| 1Y | -1.2% | +18.0% | -19.2% | -13.4% |
| 3Y | +72.5% | +47.0% | +25.5% | +29.0% |
| 5Y | +39.3% | +48.4% | -9.1% | +5.0% |
| 10Y | +157.3% | +142.4% | +14.9% | +34.8% |
| All | +146.2% | +806.6% | -660.3% | -42.0% |
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