+164.7%
SLV vs PRU
+107.2%
+57.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.5% | -3.6% |
| 7D | +3.7% | +3.8% | -0.1% | +3.2% |
| 30D | -15.2% | +9.0% | -24.2% | -16.0% |
| 3M | -21.8% | +2.1% | -23.9% | -22.0% |
| 6M | -36.3% | +25.4% | -61.7% | -37.9% |
| YTD | -27.8% | +13.5% | -41.4% | -29.0% |
| 1Y | +1.5% | +21.3% | -19.8% | -0.8% |
| 3Y | +128.5% | +55.1% | +73.4% | +117.0% |
| 5Y | +103.2% | +43.6% | +59.7% | +93.5% |
| 10Y | +164.7% | +99.2% | +65.4% | +137.1% |
| All | +164.7% | +107.2% | +57.5% | +137.1% |
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