+139.3%
HOOD vs PRU
+54.6%
+84.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.4% | +0.6% | +0.9% |
| 7D | -0.6% | +3.2% | -3.8% | -3.4% |
| 30D | -23.6% | +7.9% | -31.5% | -28.9% |
| 3M | -10.7% | +1.8% | -12.5% | -12.2% |
| 6M | +8.2% | +24.1% | -16.0% | -11.9% |
| YTD | -26.3% | +12.4% | -38.7% | -34.1% |
| 1Y | -36.1% | +20.9% | -57.0% | -46.7% |
| 3Y | +950.7% | +55.5% | +895.2% | +652.1% |
| 5Y | +127.0% | +42.7% | +84.4% | +73.9% |
| All | +139.3% | +54.6% | +84.7% | +116.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling