+184.2%
SLV vs RMD
+53.4%
+130.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -0.3% | -5.0% | +4.7% | +0.4% |
| 30D | +6.7% | +2.2% | +4.5% | +6.3% |
| 3M | -10.7% | +17.8% | -28.5% | -12.9% |
| 6M | -20.6% | -11.3% | -9.3% | -19.1% |
| YTD | -7.1% | -4.4% | -2.7% | -6.1% |
| 1Y | +62.0% | -15.7% | +77.7% | +65.8% |
| All | +184.2% | +53.4% | +130.8% | +170.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling