+368.8%
ORCL vs TRU
+146.7%
+222.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.3% |
| 7D | +10.9% | -6.5% | +17.4% | +13.0% |
| 30D | +7.0% | -2.5% | +9.5% | +7.6% |
| 3M | -21.2% | +10.4% | -31.6% | -24.5% |
| 6M | +7.4% | +1.6% | +5.7% | +5.4% |
| YTD | -16.3% | -9.7% | -6.6% | -15.1% |
| 1Y | -32.3% | -17.3% | -15.1% | -30.3% |
| 3Y | +32.6% | -1.8% | +34.4% | +24.3% |
| 5Y | +93.1% | -36.2% | +129.3% | +106.0% |
| 10Y | +368.8% | +143.2% | +225.6% | +238.3% |
| All | +368.8% | +146.7% | +222.1% | +238.3% |
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