+246.0%
ORCL vs TRU
+173.7%
+72.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.1% |
| 7D | -6.5% | +4.4% | -10.9% | -7.8% |
| 30D | -16.6% | +25.2% | -41.8% | -22.6% |
| 3M | -21.6% | +3.8% | -25.4% | -23.4% |
| 6M | -39.4% | +14.3% | -53.6% | -43.0% |
| YTD | -38.7% | -3.9% | -34.8% | -39.5% |
| 1Y | -50.4% | +2.6% | -53.0% | -52.2% |
| 3Y | +8.1% | +58.3% | -50.2% | -12.9% |
| 5Y | +34.5% | -25.2% | +59.7% | +35.0% |
| 10Y | +246.0% | +185.5% | +60.5% | +143.0% |
| All | +246.0% | +173.7% | +72.3% | +143.0% |
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