+42.7%
ORCL vs RMD
-7.7%
+50.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | +8.0% | +2.1% | +5.9% | +7.6% |
| 30D | -4.0% | +2.1% | -6.1% | -4.4% |
| 3M | -19.5% | +6.2% | -25.7% | -20.4% |
| 6M | -33.5% | +19.4% | -52.9% | -35.9% |
| YTD | -34.8% | +0.5% | -35.4% | -35.2% |
| 1Y | -41.6% | -3.9% | -37.7% | -41.4% |
| 3Y | +13.8% | +72.5% | -58.8% | -5.6% |
| All | +42.7% | -7.7% | +50.3% | +36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling