+91.4%
ORCL vs ACWI
+67.7%
+23.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +0.5% | +4.8% | +4.7% |
| 30D | +10.0% | +0.9% | +9.1% | +9.1% |
| 3M | -32.6% | +2.4% | -35.0% | -34.0% |
| 6M | +4.9% | +12.4% | -7.4% | -7.8% |
| YTD | -17.8% | +15.2% | -32.9% | -29.6% |
| 1Y | -28.0% | +22.7% | -50.7% | -42.6% |
| 3Y | +36.0% | +75.8% | -39.8% | -24.0% |
| All | +91.4% | +67.7% | +23.8% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling