+103.2%
SLV vs PRU
+42.9%
+60.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.5% | -3.6% |
| 7D | +3.7% | +3.8% | -0.1% | +3.0% |
| 30D | -15.2% | +9.0% | -24.2% | -16.4% |
| 3M | -21.8% | +2.1% | -23.9% | -22.1% |
| 6M | -36.3% | +25.4% | -61.7% | -38.7% |
| YTD | -27.8% | +13.5% | -41.4% | -29.7% |
| 1Y | +1.5% | +21.3% | -19.8% | -2.2% |
| 3Y | +128.5% | +55.1% | +73.4% | +110.2% |
| 5Y | +103.2% | +43.6% | +59.7% | +86.5% |
| All | +103.2% | +42.9% | +60.4% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling