+94.3%
ORCL vs MTB
+102.5%
-8.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +2.5% |
| 7D | +15.0% | +2.8% | +12.2% | +14.3% |
| 30D | +10.5% | -4.2% | +14.7% | +11.6% |
| 3M | -23.0% | +7.8% | -30.8% | -24.6% |
| 6M | +7.0% | +14.8% | -7.8% | +3.0% |
| YTD | -15.8% | +20.8% | -36.6% | -20.3% |
| 1Y | -31.1% | +23.1% | -54.2% | -35.3% |
| 3Y | +33.3% | +114.8% | -81.5% | +6.8% |
| 5Y | +94.3% | +103.3% | -9.0% | +53.3% |
| All | +94.3% | +102.5% | -8.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTB 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling