+9.3%
ORCL vs MP
+104.2%
-94.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.0% | -0.9% | -5.9% |
| 7D | -17.5% | -19.0% | +1.5% | -14.5% |
| 30D | -20.2% | -30.5% | +10.3% | -15.2% |
| 3M | -19.9% | -29.6% | +9.6% | -15.3% |
| 6M | -37.4% | -50.4% | +13.0% | -30.7% |
| YTD | -40.1% | -33.2% | -6.9% | -36.4% |
| 1Y | -53.4% | -38.6% | -14.8% | -50.1% |
| All | +9.3% | +104.2% | -94.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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