-51.7%
ORCL vs ACWI
+10.2%
-61.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -11.2% | -2.4% | -8.8% | -7.1% |
| 30D | -18.8% | -5.2% | -13.6% | -9.7% |
| 3M | -18.8% | -4.8% | -13.9% | -9.8% |
| 6M | -39.7% | -1.3% | -38.4% | -35.9% |
| YTD | -39.6% | +8.4% | -48.0% | -44.2% |
| 1Y | -51.7% | +11.0% | -62.8% | -56.9% |
| All | -51.7% | +10.2% | -61.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling