-43.3%
ORCL vs RMD
-4.2%
-39.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | +10.4% | -0.2% | +10.6% | +10.3% |
| 30D | -11.2% | +1.6% | -12.9% | -10.6% |
| 3M | -16.8% | +6.0% | -22.8% | -15.4% |
| 6M | -31.5% | +17.9% | -49.4% | -28.0% |
| YTD | -33.9% | 0.0% | -33.9% | -31.7% |
| 1Y | -43.3% | -4.5% | -38.7% | -42.8% |
| All | -43.3% | -4.2% | -39.0% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling