+247.2%
ORCL vs BEN
+60.0%
+187.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.9% |
| 7D | -6.5% | +12.1% | -18.7% | -10.2% |
| 30D | -16.6% | +13.4% | -30.0% | -20.1% |
| 3M | -21.6% | +9.4% | -31.0% | -23.9% |
| 6M | -39.4% | +19.3% | -58.6% | -42.8% |
| YTD | -38.7% | +57.3% | -95.9% | -47.4% |
| 1Y | -50.4% | +69.1% | -119.5% | -58.4% |
| 3Y | +8.1% | +85.6% | -77.5% | -15.5% |
| 5Y | +34.5% | +32.9% | +1.6% | +15.5% |
| All | +247.2% | +60.0% | +187.1% | +157.9% |
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