-14.9%
HAL vs PRU
+99.2%
-114.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.3% |
| 7D | +6.1% | +3.6% | +2.5% | +2.9% |
| 30D | +2.9% | +8.9% | -6.0% | -5.2% |
| 3M | +3.3% | +0.2% | +3.2% | +1.8% |
| 6M | -16.9% | +23.7% | -40.7% | -32.4% |
| YTD | +21.2% | +13.7% | +7.4% | +4.3% |
| 1Y | +27.5% | +20.6% | +6.9% | +4.0% |
| 3Y | -6.4% | +56.3% | -62.8% | -41.4% |
| 5Y | +58.0% | +42.3% | +15.7% | +5.6% |
| All | -14.9% | +99.2% | -114.1% | -58.4% |
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