+346.9%
ORCL vs RMD
+278.3%
+68.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.2% |
| 7D | +5.3% | -5.0% | +10.2% | +6.7% |
| 30D | +10.0% | +2.2% | +7.7% | +9.2% |
| 3M | -32.6% | +17.8% | -50.4% | -35.7% |
| 6M | +4.9% | -11.3% | +16.3% | +7.7% |
| YTD | -17.8% | -4.4% | -13.3% | -17.7% |
| 1Y | -28.0% | -15.7% | -12.3% | -25.6% |
| 3Y | +36.0% | +47.7% | -11.7% | +14.3% |
| 5Y | +88.7% | -19.2% | +107.9% | +89.7% |
| All | +346.9% | +278.3% | +68.6% | +178.4% |
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