+251.6%
ORCL vs BEN
+70.4%
+181.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.3% | -3.2% | +1.0% |
| 7D | +0.5% | +12.2% | -11.7% | -3.5% |
| 30D | -15.3% | +12.1% | -27.4% | -18.6% |
| 3M | -18.2% | +7.3% | -25.5% | -20.1% |
| 6M | -38.4% | +17.9% | -56.3% | -41.7% |
| YTD | -37.7% | +55.4% | -93.2% | -46.3% |
| 1Y | -49.3% | +69.3% | -118.6% | -57.5% |
| 3Y | +10.6% | +82.8% | -72.2% | -13.1% |
| 5Y | +35.5% | +28.8% | +6.7% | +17.6% |
| 10Y | +251.6% | +53.9% | +197.7% | +161.6% |
| All | +251.6% | +70.4% | +181.1% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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