+368.8%
ORCL vs BND
+15.6%
+353.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +10.9% | -0.1% | +11.0% | +11.0% |
| 30D | +7.0% | -0.2% | +7.2% | +7.2% |
| 3M | -21.2% | -0.7% | -20.5% | -20.8% |
| 6M | +7.4% | -1.7% | +9.1% | +8.6% |
| YTD | -16.3% | -0.5% | -15.7% | -15.9% |
| 1Y | -32.3% | +0.4% | -32.7% | -32.3% |
| 3Y | +32.6% | +13.1% | +19.4% | +23.4% |
| 5Y | +93.1% | -2.1% | +95.2% | +95.8% |
| 10Y | +368.8% | +15.7% | +353.1% | +375.5% |
| All | +368.8% | +15.6% | +353.2% | +375.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling