+24.1%
HAL vs PRU
+20.5%
+3.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +2.6% | 0.0% | +2.7% | +2.6% |
| 30D | -0.1% | +7.9% | -8.0% | -0.3% |
| 3M | -1.1% | +0.9% | -2.0% | -1.0% |
| 6M | -20.7% | +22.4% | -43.1% | -22.1% |
| YTD | +17.5% | +12.7% | +4.8% | +20.3% |
| 1Y | +24.1% | +19.6% | +4.5% | +23.3% |
| All | +24.1% | +20.5% | +3.6% | +23.3% |
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