+270.3%
ORCL vs TRU
+183.1%
+87.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +8.0% | 0.0% | +7.9% | +8.0% |
| 30D | -4.0% | +21.3% | -25.3% | -10.1% |
| 3M | -19.5% | +0.2% | -19.7% | -20.4% |
| 6M | -33.5% | +22.4% | -55.8% | -38.8% |
| YTD | -34.8% | -4.8% | -30.0% | -35.5% |
| 1Y | -41.6% | -0.2% | -41.4% | -43.2% |
| 3Y | +13.8% | +57.9% | -44.2% | -8.3% |
| 5Y | +43.4% | -26.1% | +69.5% | +44.5% |
| All | +270.3% | +183.1% | +87.1% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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