+33,471.1%
ORCL vs EQT
+3,007.4%
+30,463.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.2% |
| 7D | +5.3% | +1.1% | +4.2% | +5.0% |
| 30D | +10.0% | +7.7% | +2.3% | +8.2% |
| 3M | -32.6% | +0.2% | -32.8% | -32.7% |
| 6M | +4.9% | -9.5% | +14.4% | +6.6% |
| YTD | -17.8% | +3.8% | -21.6% | -19.0% |
| 1Y | -28.0% | +7.8% | -35.7% | -29.9% |
| 3Y | +36.0% | +30.1% | +5.9% | +25.3% |
| 5Y | +88.7% | +188.6% | -99.9% | +37.6% |
| 10Y | +346.9% | +54.6% | +292.3% | +225.7% |
| All | +33,471.1% | +3,007.4% | +30,463.7% | +13,225.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling