-49.5%
ORCL vs BND
-0.5%
-49.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -2.8% |
| 7D | -14.4% | +0.4% | -14.8% | -15.2% |
| 30D | -12.8% | +2.3% | -15.2% | -17.8% |
| 3M | -14.8% | -1.0% | -13.8% | -12.3% |
| 6M | -30.9% | -0.9% | -30.0% | -28.8% |
| YTD | -35.7% | -0.9% | -34.8% | -34.8% |
| 1Y | -49.5% | -0.5% | -49.0% | -48.7% |
| All | -49.5% | -0.5% | -49.0% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling