+27.7%
ODFL vs RMD
-1.9%
+29.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -5.0% | -0.8% |
| 7D | +3.5% | -3.9% | +7.4% | +4.5% |
| 30D | 0.0% | +7.9% | -7.9% | -3.0% |
| 3M | -18.1% | +8.1% | -26.2% | -20.6% |
| 6M | -6.4% | +15.5% | -21.9% | -12.1% |
| YTD | +14.9% | +0.7% | +14.2% | +17.8% |
| 1Y | +27.7% | -1.4% | +29.0% | +33.0% |
| All | +27.7% | -1.9% | +29.6% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling