+119.2%
ORLY vs RMD
-23.0%
+142.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -2.4% | -4.4% | +2.1% | -1.7% |
| 30D | -6.8% | -3.1% | -3.6% | -6.3% |
| 3M | -4.8% | +13.8% | -18.5% | -6.8% |
| 6M | -9.1% | -8.6% | -0.5% | -8.2% |
| YTD | -5.9% | -8.6% | +2.7% | -5.1% |
| 1Y | -20.4% | -19.7% | -0.7% | -18.2% |
| 3Y | +36.6% | +48.4% | -11.8% | +24.0% |
| All | +119.2% | -23.0% | +142.2% | +129.2% |
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 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