+217.0%
HUT vs PRU
+71.4%
+145.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +6.9% |
| 7D | +3.7% | +3.2% | +0.5% | +0.1% |
| 30D | -32.3% | +7.9% | -40.3% | -36.7% |
| 3M | -35.6% | +1.8% | -37.4% | -37.8% |
| 6M | -42.1% | +24.1% | -66.2% | -51.4% |
| YTD | +24.1% | +12.4% | +11.8% | +11.3% |
| 1Y | +27.9% | +20.9% | +7.0% | +9.0% |
| 3Y | +409.1% | +55.5% | +353.6% | +285.6% |
| 5Y | -25.9% | +42.7% | -68.6% | -38.9% |
| All | +217.0% | +71.4% | +145.6% | +97.7% |
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