+94.3%
ORCL vs TRI
-7.1%
+101.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.5% | +8.9% | +4.2% |
| 7D | +15.0% | -7.1% | +22.1% | +17.2% |
| 30D | +10.5% | -2.3% | +12.9% | +10.7% |
| 3M | -23.0% | +19.6% | -42.6% | -29.1% |
| 6M | +7.0% | -8.7% | +15.7% | +8.1% |
| YTD | -15.8% | -22.3% | +6.4% | -10.5% |
| 1Y | -31.1% | -40.7% | +9.6% | -18.8% |
| 3Y | +33.3% | -17.8% | +51.0% | +24.6% |
| 5Y | +94.3% | -8.5% | +102.8% | +58.3% |
| All | +94.3% | -7.1% | +101.4% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling