-52.8%
ORCL vs FIG
-78.1%
+25.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -1.0% |
| 7D | -6.5% | -11.4% | +4.9% | -5.1% |
| 30D | -16.6% | -17.2% | +0.6% | -14.7% |
| 3M | -21.6% | -26.6% | +5.0% | -19.1% |
| 6M | -39.4% | -9.8% | -29.5% | -39.6% |
| YTD | -38.7% | -50.1% | +11.5% | -37.2% |
| 1Y | -50.4% | -58.1% | +7.7% | -49.1% |
| All | -52.8% | -78.1% | +25.3% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 10y: compounded portfolio wealth divided by compounded FIG 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…
10y analysis · Full analysis span regression · 6 months rolling