-19.1%
HAL vs PRU
+115.4%
-134.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.2% | -1.8% |
| 7D | -7.9% | +3.2% | -11.1% | -10.8% |
| 30D | -2.1% | +7.9% | -10.0% | -9.1% |
| 3M | +0.4% | +1.8% | -1.4% | -2.4% |
| 6M | -19.2% | +24.1% | -43.4% | -34.4% |
| YTD | +14.4% | +12.4% | +2.0% | -0.6% |
| 1Y | +18.0% | +20.9% | -2.9% | -4.1% |
| 3Y | -9.7% | +55.5% | -65.2% | -43.1% |
| 5Y | +40.1% | +42.7% | -2.5% | -6.6% |
| 10Y | -19.1% | +106.1% | -125.3% | -61.0% |
| All | -19.1% | +115.4% | -134.5% | -61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling