+132.7%
SLV vs PRU
+55.2%
+77.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.4% | +2.2% |
| 7D | +5.6% | +3.2% | +2.5% | +5.0% |
| 30D | -12.1% | +7.9% | -20.0% | -13.4% |
| 3M | -16.3% | +1.8% | -18.1% | -16.6% |
| 6M | -34.1% | +24.1% | -58.2% | -36.7% |
| YTD | -25.3% | +12.4% | -37.6% | -27.5% |
| 1Y | +9.6% | +20.9% | -11.3% | +5.1% |
| 3Y | +132.7% | +55.5% | +77.2% | +102.7% |
| All | +132.7% | +55.2% | +77.5% | +102.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling