-13.7%
ODFL vs RMD
+50.8%
-64.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -2.8% | -4.2% | +1.4% | -1.8% |
| 30D | -13.7% | -2.1% | -11.6% | -13.2% |
| 3M | -23.4% | +13.8% | -37.1% | -26.1% |
| 6M | -7.2% | -10.6% | +3.5% | -4.9% |
| YTD | +15.6% | -8.1% | +23.7% | +17.8% |
| 1Y | +24.2% | -18.0% | +42.1% | +29.5% |
| All | -13.7% | +50.8% | -64.5% | -17.6% |
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