+678.6%
ORCL vs BND
+76.5%
+602.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -11.2% | 0.0% | -11.2% | -11.1% |
| 30D | -18.8% | +2.3% | -21.1% | -18.8% |
| 3M | -18.8% | -0.2% | -18.6% | -18.8% |
| 6M | -39.7% | -1.0% | -38.8% | -39.8% |
| YTD | -39.6% | -0.4% | -39.3% | -39.7% |
| 1Y | -51.7% | -0.1% | -51.6% | -51.7% |
| 3Y | +10.2% | +15.1% | -4.9% | +12.4% |
| 5Y | +30.8% | -1.5% | +32.3% | +26.2% |
| 10Y | +252.1% | +16.0% | +236.0% | +280.8% |
| All | +678.6% | +76.5% | +602.1% | +1,039.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling