+125.1%
HOOD vs PRU
+55.1%
+70.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.3% | -7.0% | -7.4% |
| 7D | -14.4% | +4.8% | -19.2% | -17.9% |
| 30D | -30.0% | +7.9% | -37.9% | -34.8% |
| 3M | -15.5% | +3.1% | -18.6% | -17.8% |
| 6M | +1.8% | +25.2% | -23.5% | -17.7% |
| YTD | -30.7% | +12.7% | -43.4% | -38.1% |
| 1Y | -45.0% | +23.5% | -68.5% | -54.9% |
| 3Y | +709.0% | +50.6% | +658.4% | +492.3% |
| 5Y | +111.8% | +40.9% | +70.9% | +62.0% |
| All | +125.1% | +55.1% | +70.0% | +103.6% |
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