+1,086.3%
ORCL vs IAU
+776.1%
+310.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +10.0% | +8.9% |
| 7D | +3.8% | -2.0% | +5.7% | +3.9% |
| 30D | -6.6% | -4.4% | -2.1% | -6.2% |
| 3M | -11.4% | -8.9% | -2.5% | -10.8% |
| 6M | -33.3% | -15.9% | -17.4% | -32.6% |
| YTD | -33.3% | -7.8% | -25.5% | -32.8% |
| 1Y | -44.9% | -3.8% | -41.1% | -44.6% |
| 3Y | +17.6% | +104.3% | -86.7% | +15.7% |
| 5Y | +46.1% | +111.2% | -65.1% | +43.3% |
| 10Y | +277.8% | +216.4% | +61.3% | +271.1% |
| All | +1,086.3% | +776.1% | +310.2% | +1,061.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 all: compounded portfolio wealth divided by compounded IAU 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…
all analysis · Full analysis span regression · 6 months rolling