-32.3%
ORCL vs BTDR
-4.6%
-27.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | -0.1% |
| 7D | +10.9% | +14.8% | -3.9% | +8.3% |
| 30D | +7.0% | +41.8% | -34.8% | +0.4% |
| 3M | -21.2% | -29.2% | +8.0% | -18.6% |
| 6M | +7.4% | +66.2% | -58.8% | -2.2% |
| YTD | -16.3% | +10.0% | -26.3% | -20.7% |
| 1Y | -32.3% | -11.0% | -21.3% | -29.4% |
| All | -32.3% | -4.6% | -27.7% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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