-41.6%
ORCL vs EQT
-12.2%
-29.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.2% | -1.5% |
| 7D | +8.0% | +6.9% | +1.1% | +7.2% |
| 30D | -4.0% | +0.4% | -4.4% | -3.9% |
| 3M | -19.5% | -2.0% | -17.4% | -19.2% |
| 6M | -33.5% | -5.0% | -28.5% | -33.0% |
| YTD | -34.8% | -0.3% | -34.5% | -34.7% |
| 1Y | -41.6% | -11.3% | -30.3% | -37.5% |
| All | -41.6% | -12.2% | -29.4% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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