+304.9%
HUBS vs PRU
+138.7%
+166.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.6% | -3.2% |
| 7D | -12.4% | -3.8% | -8.5% | -10.7% |
| 30D | +1.4% | -2.0% | +3.4% | +2.4% |
| 3M | +16.0% | +14.0% | +2.0% | +9.0% |
| 6M | -17.0% | +27.2% | -44.2% | -26.4% |
| YTD | -44.3% | +9.1% | -53.4% | -46.9% |
| 1Y | -54.3% | +18.1% | -72.4% | -58.1% |
| 3Y | -58.4% | +44.3% | -102.6% | -65.7% |
| 5Y | -66.7% | +45.7% | -112.4% | -72.9% |
| All | +304.9% | +138.7% | +166.2% | +106.5% |
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 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