+251.6%
ORCL vs RMD
+360.8%
-109.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | +0.5% | +1.2% | -0.7% | 0.0% |
| 30D | -15.3% | +2.5% | -17.8% | -16.0% |
| 3M | -18.2% | +11.5% | -29.8% | -20.8% |
| 6M | -38.4% | +14.7% | -53.1% | -41.3% |
| YTD | -37.7% | -1.3% | -36.4% | -38.3% |
| 1Y | -49.3% | -5.3% | -44.0% | -49.3% |
| 3Y | +10.6% | +68.8% | -58.1% | -10.8% |
| 5Y | +35.5% | -5.9% | +41.4% | +29.4% |
| 10Y | +251.6% | +348.7% | -97.1% | +102.5% |
| All | +251.6% | +360.8% | -109.2% | +102.5% |
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