-55.0%
HUBS vs PRU
+18.0%
-73.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.6% | -3.2% |
| 7D | -12.4% | -3.8% | -8.5% | -10.8% |
| 30D | +1.4% | -2.0% | +3.4% | +2.4% |
| 3M | +16.0% | +14.0% | +2.0% | +10.8% |
| 6M | -17.0% | +27.2% | -44.2% | -25.1% |
| YTD | -44.3% | +9.1% | -53.4% | -45.4% |
| All | -55.0% | +18.0% | -73.0% | -59.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling