+34.5%
ORCL vs GEN
+31.7%
+2.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | -6.5% | +1.0% | -7.5% | -6.9% |
| 30D | -16.6% | +29.1% | -45.6% | -24.4% |
| 3M | -21.6% | +2.9% | -24.5% | -23.3% |
| 6M | -39.4% | +33.6% | -73.0% | -46.2% |
| YTD | -38.7% | +12.0% | -50.7% | -42.6% |
| 1Y | -50.4% | +16.2% | -66.5% | -54.2% |
| 3Y | +8.1% | +65.1% | -57.0% | -11.1% |
| 5Y | +34.5% | +33.3% | +1.2% | +10.7% |
| All | +34.5% | +31.7% | +2.9% | +10.7% |
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