+52,151.9%
ORCL vs DHI
+12,945.6%
+39,206.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.3% |
| 7D | +5.3% | -3.1% | +8.4% | +6.0% |
| 30D | +10.0% | -5.5% | +15.4% | +11.1% |
| 3M | -32.6% | -2.2% | -30.4% | -32.6% |
| 6M | +4.9% | -6.0% | +10.9% | +5.5% |
| YTD | -17.8% | 0.0% | -17.7% | -18.6% |
| 1Y | -28.0% | -18.2% | -9.7% | -26.2% |
| 3Y | +36.0% | +22.5% | +13.5% | +24.6% |
| 5Y | +88.7% | +58.4% | +30.4% | +61.2% |
| 10Y | +346.9% | +405.2% | -58.3% | +185.1% |
| All | +52,151.9% | +12,945.6% | +39,206.2% | +14,513.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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