+208.1%
ORCL vs FND
+76.3%
+131.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +2.5% |
| 7D | +0.5% | +8.5% | -8.0% | -1.1% |
| 30D | -15.3% | +17.2% | -32.5% | -17.9% |
| 3M | -18.2% | -14.9% | -3.3% | -16.2% |
| 6M | -38.4% | +3.1% | -41.5% | -39.6% |
| YTD | -37.7% | -12.4% | -25.3% | -37.4% |
| 1Y | -49.3% | -10.0% | -39.3% | -49.4% |
| 3Y | +10.6% | -31.3% | +42.0% | +12.6% |
| 5Y | +35.5% | -60.3% | +95.8% | +46.5% |
| All | +208.1% | +76.3% | +131.8% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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