+361.0%
ORLY vs TRU
+147.2%
+213.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | -2.4% | -2.7% | +0.4% | -1.7% |
| 30D | -6.8% | -2.0% | -4.7% | -6.4% |
| 3M | -4.8% | +18.4% | -23.2% | -8.8% |
| 6M | -9.1% | +8.9% | -17.9% | -11.6% |
| YTD | -5.9% | -8.9% | +3.0% | -5.3% |
| 1Y | -20.4% | -15.9% | -4.5% | -18.7% |
| 3Y | +36.6% | -1.1% | +37.7% | +28.2% |
| 5Y | +117.3% | -35.2% | +152.5% | +132.9% |
| All | +361.0% | +147.2% | +213.9% | +238.5% |
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