+18.1%
PRU vs AHR
+28.2%
-10.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.7% |
| 7D | -3.8% | -3.0% | -0.8% | -3.5% |
| 30D | -2.0% | +2.6% | -4.6% | -2.4% |
| 3M | +14.0% | +16.0% | -2.1% | +11.7% |
| 6M | +27.2% | +3.1% | +24.2% | +26.6% |
| YTD | +9.1% | +16.0% | -7.0% | +7.6% |
| 1Y | +18.1% | +28.0% | -9.9% | +12.2% |
| All | +18.1% | +28.2% | -10.1% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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