+43.5%
PRU vs HUBB
+148.7%
-105.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | -1.9% | +1.1% | -3.0% | -2.2% |
| 30D | -2.6% | -9.6% | +7.0% | +0.8% |
| 3M | +14.7% | -6.2% | +20.9% | +16.1% |
| 6M | +25.7% | -6.2% | +31.8% | +26.0% |
| YTD | +8.3% | +3.4% | +4.9% | +4.1% |
| 1Y | +17.3% | +5.3% | +12.0% | +11.3% |
| 3Y | +43.2% | +44.4% | -1.2% | +14.5% |
| 5Y | +43.5% | +152.4% | -108.9% | -14.2% |
| All | +43.5% | +148.7% | -105.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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