+217.2%
HPQ vs PRU
+138.7%
+78.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.6% |
| 7D | +3.5% | -3.8% | +7.3% | +5.7% |
| 30D | +13.7% | -2.0% | +15.7% | +14.9% |
| 3M | +33.9% | +14.0% | +19.9% | +24.5% |
| 6M | +80.9% | +27.2% | +53.7% | +57.2% |
| YTD | +52.6% | +9.1% | +43.5% | +43.9% |
| 1Y | +21.2% | +18.1% | +3.2% | +9.5% |
| 3Y | +26.9% | +44.3% | -17.4% | +1.4% |
| 5Y | +41.1% | +45.7% | -4.6% | +11.1% |
| All | +217.2% | +138.7% | +78.5% | +91.0% |
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 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