+42,304.0%
ORCL vs DHI
+13,377.9%
+28,926.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.5% | +10.3% | +9.1% |
| 7D | +3.8% | -6.1% | +9.8% | +5.0% |
| 30D | -6.6% | +9.8% | -16.4% | -8.8% |
| 3M | -11.4% | -2.2% | -9.2% | -11.6% |
| 6M | -33.3% | +2.0% | -35.3% | -34.3% |
| YTD | -33.3% | +3.3% | -36.6% | -34.8% |
| 1Y | -44.9% | +1.5% | -46.4% | -46.1% |
| 3Y | +17.6% | +24.0% | -6.4% | +6.9% |
| 5Y | +46.1% | +61.2% | -15.2% | +23.7% |
| 10Y | +277.8% | +503.7% | -225.9% | +131.2% |
| All | +42,304.0% | +13,377.9% | +28,926.1% | +11,610.7% |
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