-31.1%
ORCL vs INDA
-7.0%
-24.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +3.9% |
| 7D | +15.0% | -1.0% | +16.0% | +16.0% |
| 30D | +10.5% | -2.5% | +13.1% | +13.2% |
| 3M | -23.0% | +4.0% | -27.0% | -25.3% |
| 6M | +7.0% | -1.8% | +8.8% | +7.5% |
| YTD | -15.8% | -9.2% | -6.6% | -6.6% |
| 1Y | -31.1% | -7.2% | -23.9% | -31.8% |
| All | -31.1% | -7.0% | -24.1% | -31.8% |
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