+13.8%
ORCL vs INDA
+16.8%
-3.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -10.7% |
| 3M | -19.5% | +2.9% | -22.4% | -21.4% |
| 6M | -33.5% | +7.2% | -40.7% | -36.8% |
| YTD | -34.8% | -4.8% | -30.0% | -33.0% |
| 1Y | -41.6% | -5.1% | -36.5% | -39.8% |
| 3Y | +13.8% | +16.7% | -2.9% | -12.1% |
| All | +13.8% | +16.8% | -3.1% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling