+251.6%
ORCL vs INDA
+104.1%
+147.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.6% |
| 7D | +0.5% | +6.1% | -5.6% | -2.9% |
| 30D | -15.3% | +11.7% | -27.0% | -20.5% |
| 3M | -18.2% | +2.1% | -20.3% | -19.2% |
| 6M | -38.4% | +3.2% | -41.6% | -39.4% |
| YTD | -37.7% | -4.9% | -32.8% | -36.1% |
| 1Y | -49.3% | -4.4% | -44.9% | -48.0% |
| 3Y | +10.6% | +17.6% | -7.0% | +1.3% |
| 5Y | +35.5% | +9.9% | +25.7% | +28.1% |
| 10Y | +251.6% | +102.7% | +148.9% | +149.7% |
| All | +251.6% | +104.1% | +147.5% | +149.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling