+1,119.4%
NBIS vs ORCL
-5.0%
+1,124.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.4% | +5.4% | +5.7% |
| 7D | +22.2% | +15.0% | +7.2% | +8.7% |
| 30D | +29.7% | +10.5% | +19.2% | +19.4% |
| 3M | +11.9% | -23.0% | +34.9% | +36.9% |
| 6M | +173.0% | +7.0% | +166.0% | +161.5% |
| YTD | +191.4% | -15.8% | +207.2% | +232.5% |
| 1Y | +280.7% | -31.1% | +311.8% | +363.4% |
| All | +1,119.4% | -5.0% | +1,124.4% | +1,000.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 ORCL 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