+239.8%
SLV vs PRU
+219.1%
+20.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.2% |
| 7D | -0.7% | +4.8% | -5.5% | -1.1% |
| 30D | -15.4% | +7.9% | -23.2% | -15.9% |
| 3M | -16.3% | +3.1% | -19.4% | -16.5% |
| 6M | -28.8% | +25.2% | -54.0% | -30.0% |
| YTD | -27.1% | +12.7% | -39.9% | -27.9% |
| 1Y | +7.5% | +23.5% | -16.0% | +5.7% |
| 3Y | +121.2% | +50.6% | +70.6% | +113.5% |
| 5Y | +110.0% | +40.9% | +69.1% | +102.8% |
| 10Y | +168.8% | +125.5% | +43.3% | +145.4% |
| All | +239.8% | +219.1% | +20.7% | +161.0% |
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