+86.3%
HUT vs PRU
+48.6%
+37.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +7.2% |
| 7D | +17.8% | +1.9% | +15.9% | +15.6% |
| 30D | +0.8% | +2.7% | -1.9% | -2.5% |
| 3M | -26.8% | +19.5% | -46.2% | -41.5% |
| 6M | +72.6% | +26.6% | +45.9% | +28.6% |
| YTD | +103.6% | +12.3% | +91.3% | +73.3% |
| 1Y | +265.3% | +18.0% | +247.2% | +189.8% |
| 3Y | +689.4% | +47.0% | +642.4% | +389.9% |
| All | +86.3% | +48.6% | +37.8% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling