+24.2%
ODFL vs RMD
-20.3%
+44.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -2.8% | -4.2% | +1.4% | -1.3% |
| 30D | -13.7% | -2.1% | -11.6% | -12.9% |
| 3M | -23.4% | +13.8% | -37.1% | -28.5% |
| 6M | -7.2% | -10.6% | +3.5% | +1.7% |
| YTD | +15.6% | -8.1% | +23.7% | +23.0% |
| 1Y | +24.2% | -18.0% | +42.1% | +43.2% |
| All | +24.2% | -20.3% | +44.4% | +43.2% |
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 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