+30.6%
ORCL vs GEN
+32.5%
-1.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.7% |
| 7D | -11.2% | +2.3% | -13.4% | -12.0% |
| 30D | -18.8% | +33.1% | -51.9% | -27.3% |
| 3M | -18.8% | +6.5% | -25.3% | -21.6% |
| 6M | -39.7% | +53.8% | -93.5% | -49.4% |
| YTD | -39.6% | +11.2% | -50.9% | -43.4% |
| 1Y | -51.7% | +19.4% | -71.1% | -55.9% |
| 3Y | +10.2% | +81.0% | -70.8% | -12.0% |
| All | +30.6% | +32.5% | -1.9% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling