+277.0%
HL vs PRU
+139.1%
+137.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.2% |
| 7D | +7.1% | +1.9% | +5.2% | +6.3% |
| 30D | +21.4% | -0.4% | +21.9% | +21.6% |
| 3M | +37.4% | +16.4% | +21.0% | +29.1% |
| 6M | +0.4% | +26.0% | -25.6% | -8.5% |
| YTD | +6.7% | +9.9% | -3.2% | +1.9% |
| 1Y | +102.4% | +18.8% | +83.6% | +87.3% |
| 3Y | +417.4% | +45.3% | +372.1% | +338.1% |
| 5Y | +243.3% | +45.6% | +197.8% | +188.3% |
| All | +277.0% | +139.1% | +137.9% | +166.1% |
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