+25.6%
HAL vs PRU
+27.9%
-2.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.6% | -9.7% | -3.0% |
| 7D | -7.7% | +9.8% | -17.5% | -7.7% |
| 30D | +0.7% | +11.6% | -10.9% | +0.5% |
| 3M | +2.5% | +3.7% | -1.2% | +2.7% |
| 6M | -20.7% | +33.0% | -53.7% | -22.3% |
| YTD | +18.4% | +16.6% | +1.8% | +21.0% |
| 1Y | +25.6% | +26.9% | -1.4% | +25.0% |
| All | +25.6% | +27.9% | -2.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling