+27.8%
PRU vs AHR
+365.8%
-338.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | +1.9% | -1.5% | +3.3% | +2.2% |
| 30D | +2.7% | -1.4% | +4.1% | +2.9% |
| 3M | +19.5% | +18.6% | +0.9% | +14.4% |
| 6M | +26.6% | +6.6% | +20.1% | +24.2% |
| YTD | +12.3% | +17.5% | -5.1% | +7.4% |
| 1Y | +18.0% | +30.9% | -12.8% | +9.0% |
| All | +27.8% | +365.8% | -338.0% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling