+91.4%
ORCL vs GEN
+24.6%
+66.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.2% | +3.9% |
| 7D | +5.3% | -1.2% | +6.4% | +5.8% |
| 30D | +10.0% | +10.1% | -0.2% | +6.0% |
| 3M | -32.6% | +16.1% | -48.7% | -36.5% |
| 6M | +4.9% | +38.9% | -33.9% | -7.8% |
| YTD | -17.8% | +14.4% | -32.2% | -22.8% |
| 1Y | -28.0% | +5.9% | -33.9% | -30.9% |
| 3Y | +36.0% | +58.8% | -22.8% | +14.0% |
| All | +91.4% | +24.6% | +66.8% | +71.5% |
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