+106.9%
SLV vs RMD
-5.3%
+112.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.1% |
| 7D | +5.1% | +2.3% | +2.8% | +4.7% |
| 30D | -12.9% | +4.1% | -17.0% | -13.4% |
| 3M | -16.1% | +5.7% | -21.8% | -16.9% |
| 6M | -33.2% | +12.9% | -46.1% | -34.6% |
| YTD | -27.2% | -1.5% | -25.7% | -27.0% |
| 1Y | +7.6% | -4.8% | +12.4% | +8.5% |
| 3Y | +122.3% | +57.5% | +64.9% | +105.4% |
| All | +106.9% | -5.3% | +112.2% | +99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling