+38,360.1%
ODFL vs RMD
+36,837.6%
+1,522.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -6.3% | -5.0% | -1.3% | -5.4% |
| 30D | -13.6% | +2.2% | -15.8% | -14.0% |
| 3M | -24.2% | +17.8% | -42.0% | -26.7% |
| 6M | -13.8% | -11.3% | -2.4% | -12.2% |
| YTD | +19.0% | -4.4% | +23.5% | +19.6% |
| 1Y | +25.7% | -15.7% | +41.4% | +29.3% |
| 3Y | -13.1% | +47.7% | -60.9% | -20.6% |
| 5Y | +26.7% | -19.2% | +45.9% | +28.1% |
| 10Y | +721.5% | +280.4% | +441.1% | +537.3% |
| All | +38,360.1% | +36,837.6% | +1,522.4% | +22,385.1% |
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