+175.8%
SLV vs RMD
+347.3%
-171.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -5.8% | +2.1% | -7.9% | -6.1% |
| 30D | -12.1% | +2.1% | -14.2% | -12.4% |
| 3M | -24.1% | +6.2% | -30.4% | -24.7% |
| 6M | -44.4% | +19.4% | -63.8% | -45.7% |
| YTD | -31.5% | +0.5% | -32.0% | -31.6% |
| 1Y | -6.9% | -3.9% | -3.0% | -6.6% |
| 3Y | +116.0% | +72.5% | +43.5% | +100.8% |
| 5Y | +88.4% | -1.5% | +89.9% | +84.4% |
| All | +175.8% | +347.3% | -171.5% | +141.2% |
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