+333.1%
SLV vs PRU
+217.9%
+115.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -0.3% | +1.9% | -2.2% | -0.5% |
| 30D | +6.7% | +2.7% | +4.0% | +6.5% |
| 3M | -10.7% | +19.5% | -30.2% | -11.9% |
| 6M | -20.6% | +26.6% | -47.2% | -22.0% |
| YTD | -7.1% | +12.3% | -19.5% | -8.1% |
| 1Y | +62.0% | +18.0% | +43.9% | +59.7% |
| 3Y | +169.8% | +47.0% | +122.8% | +160.9% |
| 5Y | +161.5% | +48.4% | +113.0% | +151.6% |
| 10Y | +224.4% | +142.4% | +82.0% | +194.7% |
| All | +333.1% | +217.9% | +115.2% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling