+13.1%
HON vs PRU
+27.9%
-14.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +0.7% |
| 7D | +4.2% | +9.8% | -5.6% | +2.4% |
| 30D | +6.7% | +11.6% | -4.9% | +4.5% |
| 3M | -7.9% | +3.7% | -11.6% | -8.7% |
| 6M | +4.8% | +33.0% | -28.1% | -1.0% |
| YTD | +13.2% | +16.6% | -3.4% | +8.4% |
| 1Y | +13.1% | +26.9% | -13.9% | +6.0% |
| All | +13.1% | +27.9% | -14.8% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling