+5,403.6%
ORCL vs RMD
+37,961.8%
-32,558.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -11.2% | +2.3% | -13.5% | -11.7% |
| 30D | -18.8% | +4.1% | -23.0% | -19.7% |
| 3M | -18.8% | +5.7% | -24.5% | -20.1% |
| 6M | -39.7% | +12.9% | -52.6% | -41.9% |
| YTD | -39.6% | -1.5% | -38.1% | -40.2% |
| 1Y | -51.7% | -4.8% | -47.0% | -51.9% |
| 3Y | +10.2% | +57.5% | -47.3% | -4.2% |
| 5Y | +30.8% | -5.5% | +36.3% | +25.9% |
| 10Y | +252.1% | +357.8% | -105.7% | +132.5% |
| All | +5,403.6% | +37,961.8% | -32,558.2% | +1,884.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling