+132.4%
HOOD vs PRU
+51.1%
+81.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.8% | +5.6% |
| 7D | -4.8% | +2.4% | -7.2% | -6.9% |
| 30D | -26.1% | +6.1% | -32.2% | -30.3% |
| 3M | -10.8% | -0.7% | -10.1% | -10.3% |
| 6M | +2.4% | +22.1% | -19.7% | -15.4% |
| YTD | -28.5% | +9.8% | -38.2% | -34.7% |
| 1Y | -36.3% | +19.4% | -55.7% | -46.3% |
| 3Y | +743.7% | +50.4% | +693.3% | +520.7% |
| 5Y | +118.6% | +37.2% | +81.5% | +71.0% |
| All | +132.4% | +51.1% | +81.3% | +114.9% |
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