+13.8%
ORCL vs EQT
+39.3%
-25.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.2% | -1.6% |
| 7D | +8.0% | +6.9% | +1.1% | +6.1% |
| 30D | -4.0% | +0.4% | -4.4% | -4.1% |
| 3M | -19.5% | -2.0% | -17.4% | -19.1% |
| 6M | -33.5% | -5.0% | -28.5% | -32.8% |
| YTD | -34.8% | -0.3% | -34.5% | -35.6% |
| 1Y | -41.6% | -11.3% | -30.3% | -40.2% |
| 3Y | +13.8% | +38.3% | -24.6% | +7.4% |
| All | +13.8% | +39.3% | -25.5% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling