+803.3%
PRU vs HUBB
+2,810.5%
-2,007.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.4% |
| 7D | 0.0% | +4.6% | -4.6% | -3.4% |
| 30D | +7.9% | -8.4% | +16.3% | +14.2% |
| 3M | +0.9% | -14.3% | +15.2% | +11.7% |
| 6M | +22.4% | -9.3% | +31.7% | +26.6% |
| YTD | +12.7% | -0.5% | +13.2% | +5.9% |
| 1Y | +19.6% | -2.1% | +21.7% | +13.4% |
| 3Y | +54.0% | +57.2% | -3.2% | -8.2% |
| 5Y | +41.0% | +127.1% | -86.1% | -42.4% |
| 10Y | +97.4% | +385.7% | -288.3% | -58.9% |
| All | +803.3% | +2,810.5% | -2,007.2% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling