+308.1%
HUBS vs PRU
+140.2%
+167.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -9.0% | -2.3% | -6.7% | -8.0% |
| 30D | +7.2% | -1.7% | +9.0% | +8.2% |
| 3M | +20.9% | +13.2% | +7.6% | +14.0% |
| 6M | -13.0% | +28.8% | -41.8% | -23.4% |
| YTD | -43.8% | +9.8% | -53.6% | -46.6% |
| 1Y | -54.6% | +17.4% | -72.0% | -58.3% |
| 3Y | -58.5% | +44.9% | -103.4% | -65.9% |
| 5Y | -66.4% | +46.6% | -113.0% | -72.7% |
| All | +308.1% | +140.2% | +167.9% | +107.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling