+277.8%
ORCL vs RMD
+349.2%
-71.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.9% | +6.9% | +8.3% |
| 7D | +3.8% | -0.8% | +4.6% | +4.0% |
| 30D | -6.6% | +1.7% | -8.2% | -7.1% |
| 3M | -11.4% | +6.4% | -17.8% | -13.1% |
| 6M | -33.3% | +20.7% | -54.0% | -37.2% |
| YTD | -33.3% | -0.2% | -33.1% | -34.1% |
| 1Y | -44.9% | -4.5% | -40.4% | -45.0% |
| 3Y | +17.6% | +70.5% | -52.9% | -5.4% |
| 5Y | +46.1% | -1.6% | +47.7% | +37.6% |
| 10Y | +277.8% | +342.7% | -64.9% | +118.7% |
| All | +277.8% | +349.2% | -71.5% | +118.7% |
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