+36,015.7%
ODFL vs RMD
+38,753.6%
-2,737.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +5.8% | +2.1% | +3.8% | +5.4% |
| 30D | -5.3% | +2.1% | -7.4% | -5.8% |
| 3M | -19.0% | +6.2% | -25.2% | -20.0% |
| 6M | -7.5% | +19.4% | -26.9% | -10.9% |
| YTD | +11.8% | +0.5% | +11.2% | +11.1% |
| 1Y | +29.7% | -3.9% | +33.6% | +30.0% |
| 3Y | -9.1% | +72.5% | -81.7% | -19.3% |
| 5Y | +0.2% | -1.5% | +1.7% | -2.2% |
| 10Y | +566.3% | +345.8% | +220.5% | +403.4% |
| All | +36,015.7% | +38,753.6% | -2,737.9% | +20,781.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling