+43.6%
PRU vs HUBB
+126.5%
-83.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +3.8% | -2.6% | +6.3% | +4.6% |
| 30D | +9.0% | -7.7% | +16.7% | +11.7% |
| 3M | +2.1% | -13.0% | +15.2% | +6.6% |
| 6M | +25.4% | -10.6% | +36.0% | +28.3% |
| YTD | +13.5% | -0.6% | +14.1% | +10.1% |
| 1Y | +21.3% | -4.1% | +25.5% | +19.2% |
| 3Y | +55.1% | +57.2% | -2.0% | +18.5% |
| 5Y | +43.6% | +127.2% | -83.6% | -12.3% |
| All | +43.6% | +126.5% | -83.0% | -12.3% |
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