+9,400.3%
ORCL vs DAR
+1,762.6%
+7,637.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.1% |
| 7D | +5.3% | +1.4% | +3.9% | +5.1% |
| 30D | +10.0% | +12.8% | -2.8% | +8.9% |
| 3M | -32.6% | +7.4% | -39.9% | -33.0% |
| 6M | +4.9% | +22.3% | -17.3% | +3.2% |
| YTD | -17.8% | +81.1% | -98.8% | -21.5% |
| 1Y | -28.0% | +106.5% | -134.5% | -32.1% |
| 3Y | +36.0% | +5.3% | +30.7% | +33.4% |
| 5Y | +88.7% | -11.5% | +100.3% | +86.1% |
| 10Y | +346.9% | +353.3% | -6.4% | +288.4% |
| All | +9,400.3% | +1,762.6% | +7,637.8% | +6,773.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 all: compounded portfolio wealth divided by compounded DAR 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…
all analysis · Full analysis span regression · 6 months rolling