+729.9%
HAL vs PRU
+806.6%
-76.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +2.9% | +1.9% | +1.1% | +1.9% |
| 30D | +17.0% | +2.7% | +14.3% | +15.3% |
| 3M | -9.7% | +19.5% | -29.1% | -17.8% |
| 6M | +8.6% | +26.6% | -18.0% | -4.6% |
| YTD | +33.0% | +12.3% | +20.6% | +23.7% |
| 1Y | +68.3% | +18.0% | +50.3% | +52.4% |
| 3Y | +0.1% | +47.0% | -46.9% | -19.1% |
| 5Y | +102.6% | +48.4% | +54.2% | +64.3% |
| 10Y | +3.8% | +142.4% | -138.6% | -29.0% |
| All | +729.9% | +806.6% | -76.6% | +117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling