+36.1%
ORLY vs RMD
+50.8%
-14.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -2.1% | -4.2% | +2.1% | -1.7% |
| 30D | -7.6% | -2.1% | -5.6% | -7.4% |
| 3M | -5.5% | +13.8% | -19.2% | -6.7% |
| 6M | -9.7% | -10.6% | +0.9% | -9.2% |
| YTD | -6.2% | -8.1% | +1.8% | -6.0% |
| 1Y | -18.6% | -18.0% | -0.7% | -17.8% |
| All | +36.1% | +50.8% | -14.7% | +35.9% |
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