+359.8%
HUT vs PRU
+46.4%
+313.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | -2.6% | +17.2% | +16.6% |
| 7D | -11.4% | +2.4% | -13.8% | -15.1% |
| 30D | -41.0% | +6.1% | -47.2% | -45.7% |
| 3M | -41.9% | -0.7% | -41.2% | -43.4% |
| 6M | -51.7% | +22.1% | -73.7% | -62.6% |
| YTD | +14.6% | +9.8% | +4.8% | -1.4% |
| 1Y | +21.4% | +19.4% | +2.0% | -5.6% |
| 3Y | +359.8% | +50.4% | +309.5% | +469.7% |
| All | +359.8% | +46.4% | +313.4% | +469.7% |
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 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