+15.4%
ORCL vs RMD
+68.9%
-53.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | -11.2% | +1.9% | -13.2% | -11.3% |
| 3M | -16.8% | +6.3% | -23.1% | -17.1% |
| 6M | -31.5% | +18.2% | -49.7% | -32.4% |
| YTD | -33.9% | +0.3% | -34.2% | -33.6% |
| 1Y | -43.3% | -4.3% | -39.0% | -42.7% |
| All | +15.4% | +68.9% | -53.5% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling