+546.0%
ODFL vs RMD
+347.3%
+198.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +5.8% | +2.1% | +3.8% | +5.1% |
| 30D | -5.3% | +2.1% | -7.4% | -6.2% |
| 3M | -19.0% | +6.2% | -25.2% | -20.9% |
| 6M | -7.5% | +19.4% | -26.9% | -13.9% |
| YTD | +11.8% | +0.5% | +11.2% | +10.5% |
| 1Y | +29.7% | -3.9% | +33.6% | +30.1% |
| 3Y | -9.1% | +72.5% | -81.7% | -28.4% |
| 5Y | +0.2% | -1.5% | +1.7% | -4.6% |
| All | +546.0% | +347.3% | +198.7% | +282.8% |
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