-51.1%
ORCL vs FND
-13.7%
-37.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -11.2% | +7.7% | -18.8% | -11.5% |
| 30D | -18.8% | +11.9% | -30.7% | -19.4% |
| 3M | -18.8% | -14.6% | -4.2% | -18.3% |
| 6M | -39.7% | +0.5% | -40.2% | -39.9% |
| YTD | -39.6% | -15.8% | -23.8% | -38.2% |
| All | -51.1% | -13.7% | -37.4% | -49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling