-49.5%
ORCL vs TLT
-5.4%
-44.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.3% |
| 7D | -14.4% | +1.0% | -15.3% | -14.9% |
| 30D | -12.8% | +6.0% | -18.9% | -16.9% |
| 3M | -14.8% | -0.9% | -13.9% | -13.8% |
| 6M | -30.9% | -2.3% | -28.6% | -29.5% |
| YTD | -35.7% | -3.3% | -32.4% | -34.7% |
| 1Y | -49.5% | -5.6% | -43.9% | -49.7% |
| All | -49.5% | -5.4% | -44.0% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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