+105.3%
HAL vs PRU
+48.6%
+56.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | +0.1% |
| 7D | +2.9% | +1.9% | +1.1% | +1.6% |
| 30D | +17.0% | +2.7% | +14.3% | +14.7% |
| 3M | -9.7% | +19.5% | -29.1% | -20.8% |
| 6M | +8.6% | +26.6% | -18.0% | -9.6% |
| YTD | +33.0% | +12.3% | +20.6% | +20.5% |
| 1Y | +68.3% | +18.0% | +50.3% | +46.2% |
| 3Y | +0.1% | +47.0% | -46.9% | -28.9% |
| All | +105.3% | +48.6% | +56.7% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling