+809.8%
PRU vs HUBB
+2,809.2%
-1,999.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.7% |
| 7D | +3.8% | -2.6% | +6.3% | +5.5% |
| 30D | +9.0% | -7.7% | +16.7% | +14.7% |
| 3M | +2.1% | -13.0% | +15.2% | +11.8% |
| 6M | +25.4% | -10.6% | +36.0% | +31.2% |
| YTD | +13.5% | -0.6% | +14.1% | +6.7% |
| 1Y | +21.3% | -4.1% | +25.5% | +16.9% |
| 3Y | +55.1% | +57.2% | -2.0% | -7.5% |
| 5Y | +43.6% | +127.2% | -83.6% | -41.3% |
| 10Y | +99.2% | +386.2% | -286.9% | -58.5% |
| All | +809.8% | +2,809.2% | -1,999.4% | -54.5% |
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