+59.8%
HUT vs PRU
+20.9%
+38.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -7.0% |
| 7D | +9.3% | +3.6% | +5.7% | +9.6% |
| 30D | -23.1% | +8.9% | -32.0% | -23.6% |
| 3M | -30.6% | +0.2% | -30.8% | -29.4% |
| 6M | -46.9% | +23.7% | -70.6% | -52.1% |
| YTD | +25.3% | +13.7% | +11.6% | +11.0% |
| 1Y | +59.8% | +20.6% | +39.2% | +33.7% |
| All | +59.8% | +20.9% | +38.9% | +33.7% |
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 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