+10.6%
ORCL vs GEN
+63.2%
-52.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.1% | +3.2% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -15.3% | +28.2% | -43.5% | -23.6% |
| 3M | -18.2% | +2.6% | -20.8% | -19.8% |
| 6M | -38.4% | +32.7% | -71.1% | -45.8% |
| YTD | -37.7% | +11.3% | -49.0% | -42.2% |
| 1Y | -49.3% | +17.9% | -67.2% | -54.0% |
| 3Y | +10.6% | +66.3% | -55.7% | -7.8% |
| All | +10.6% | +63.2% | -52.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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