+409.1%
HUT vs PRU
+55.2%
+353.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +6.5% |
| 7D | +3.7% | +3.2% | +0.5% | -0.9% |
| 30D | -32.3% | +7.9% | -40.3% | -38.2% |
| 3M | -35.6% | +1.8% | -37.4% | -38.4% |
| 6M | -42.1% | +24.1% | -66.2% | -55.7% |
| YTD | +24.1% | +12.4% | +11.8% | +5.0% |
| 1Y | +27.9% | +20.9% | +7.0% | -1.2% |
| 3Y | +409.1% | +55.5% | +353.6% | +521.4% |
| All | +409.1% | +55.2% | +353.9% | +521.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling