+175.9%
SLV vs PRU
+115.4%
+60.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.4% | +2.4% |
| 7D | +5.6% | +3.2% | +2.5% | +5.3% |
| 30D | -12.1% | +7.9% | -20.0% | -12.9% |
| 3M | -16.3% | +1.8% | -18.1% | -16.5% |
| 6M | -34.1% | +24.1% | -58.2% | -35.6% |
| YTD | -25.3% | +12.4% | -37.6% | -26.4% |
| 1Y | +9.6% | +20.9% | -11.3% | +7.2% |
| 3Y | +132.7% | +55.5% | +77.2% | +121.0% |
| 5Y | +113.7% | +42.7% | +71.0% | +103.6% |
| 10Y | +175.9% | +106.1% | +69.7% | +141.9% |
| All | +175.9% | +115.4% | +60.5% | +141.9% |
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