+361.0%
ORLY vs RMD
+274.3%
+86.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.4% | -4.4% | +2.1% | -1.3% |
| 30D | -6.8% | -3.1% | -3.6% | -6.1% |
| 3M | -4.8% | +13.8% | -18.5% | -8.1% |
| 6M | -9.1% | -8.6% | -0.5% | -7.6% |
| YTD | -5.9% | -8.6% | +2.7% | -4.6% |
| 1Y | -20.4% | -19.7% | -0.7% | -16.8% |
| 3Y | +36.6% | +48.4% | -11.8% | +17.0% |
| 5Y | +117.3% | -22.7% | +140.0% | +122.6% |
| All | +361.0% | +274.3% | +86.7% | +204.3% |
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