+391.8%
ORCL vs INDA
+119.4%
+272.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | 0.0% |
| 7D | -11.2% | +6.6% | -17.8% | -14.0% |
| 30D | -18.8% | +10.4% | -29.2% | -22.7% |
| 3M | -18.8% | +1.5% | -20.3% | -19.4% |
| 6M | -39.7% | +1.7% | -41.5% | -40.1% |
| YTD | -39.6% | -5.8% | -33.8% | -37.9% |
| 1Y | -51.7% | -5.1% | -46.7% | -50.5% |
| 3Y | +10.2% | +16.0% | -5.8% | +2.9% |
| 5Y | +30.8% | +9.3% | +21.5% | +25.3% |
| 10Y | +252.1% | +102.1% | +149.9% | +149.9% |
| All | +391.8% | +119.4% | +272.5% | +231.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling