-41.6%
ORCL vs INDA
-5.5%
-36.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | +8.0% | +1.1% | +6.9% | +7.0% |
| 30D | -4.0% | +9.4% | -13.4% | -11.3% |
| 3M | -19.5% | +2.9% | -22.4% | -21.6% |
| 6M | -33.5% | +7.2% | -40.7% | -36.9% |
| YTD | -34.8% | -4.8% | -30.0% | -34.6% |
| 1Y | -41.6% | -5.1% | -36.5% | -41.9% |
| All | -41.6% | -5.5% | -36.2% | -41.9% |
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