+142.9%
HOOD vs PRU
+55.9%
+87.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.2% |
| 7D | -3.2% | -2.8% | -0.4% | -0.6% |
| 30D | -22.6% | +8.5% | -31.1% | -28.3% |
| 3M | -10.4% | +1.7% | -12.1% | -11.9% |
| 6M | +4.7% | +24.8% | -20.1% | -15.2% |
| YTD | -25.2% | +13.3% | -38.5% | -33.6% |
| 1Y | -35.9% | +21.4% | -57.3% | -46.7% |
| 3Y | +927.7% | +54.8% | +872.9% | +636.4% |
| 5Y | +147.5% | +42.4% | +105.2% | +88.1% |
| All | +142.9% | +55.9% | +87.0% | +118.4% |
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