+239.5%
HUT vs PRU
+72.8%
+166.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.2% | +7.8% | +7.7% |
| 7D | +24.8% | -2.8% | +27.6% | +26.9% |
| 30D | -28.4% | +8.5% | -36.9% | -33.2% |
| 3M | -31.2% | +1.7% | -33.0% | -33.5% |
| 6M | -40.2% | +24.8% | -65.0% | -50.0% |
| YTD | +32.9% | +13.3% | +19.6% | +18.6% |
| 1Y | +39.1% | +21.4% | +17.7% | +18.3% |
| 3Y | +462.8% | +54.8% | +408.0% | +327.3% |
| 5Y | -13.9% | +42.4% | -56.2% | -29.0% |
| All | +239.5% | +72.8% | +166.7% | +110.6% |
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 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