+175.9%
SLV vs RMD
+360.8%
-184.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | +5.6% | +1.2% | +4.4% | +5.5% |
| 30D | -12.1% | +2.5% | -14.6% | -12.4% |
| 3M | -16.3% | +11.5% | -27.8% | -17.4% |
| 6M | -34.1% | +14.7% | -48.7% | -35.4% |
| YTD | -25.3% | -1.3% | -23.9% | -25.2% |
| 1Y | +9.6% | -5.3% | +14.9% | +10.2% |
| 3Y | +132.7% | +68.8% | +63.9% | +116.9% |
| 5Y | +113.7% | -5.9% | +119.5% | +110.2% |
| 10Y | +175.9% | +348.7% | -172.8% | +138.5% |
| All | +175.9% | +360.8% | -184.9% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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