-49.5%
ORCL vs INDA
-7.3%
-42.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.7% | -4.2% |
| 7D | -14.4% | +6.9% | -21.3% | -19.5% |
| 30D | -12.8% | +7.4% | -20.3% | -18.3% |
| 3M | -14.8% | -1.0% | -13.8% | -14.3% |
| 6M | -30.9% | +2.9% | -33.8% | -32.4% |
| YTD | -35.7% | -7.4% | -28.2% | -33.8% |
| 1Y | -49.5% | -7.4% | -42.1% | -48.4% |
| All | -49.5% | -7.3% | -42.2% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling