+23.1%
PRU vs AHR
+357.7%
-334.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -1.9% | -4.3% | +2.5% | -0.9% |
| 30D | -2.6% | -3.1% | +0.5% | -2.0% |
| 3M | +14.7% | +15.7% | -1.0% | +10.5% |
| 6M | +25.7% | +4.1% | +21.6% | +24.0% |
| YTD | +8.3% | +15.4% | -7.2% | +3.9% |
| 1Y | +17.3% | +28.0% | -10.6% | +8.9% |
| All | +23.1% | +357.7% | -334.6% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling