+91.4%
ORCL vs NET
+112.9%
-21.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.0% | +3.5% |
| 7D | +5.3% | -7.0% | +12.2% | +6.8% |
| 30D | +10.0% | -4.8% | +14.8% | +11.0% |
| 3M | -32.6% | +3.8% | -36.4% | -33.3% |
| 6M | +4.9% | +50.0% | -45.1% | -4.2% |
| YTD | -17.8% | +41.5% | -59.2% | -24.4% |
| 1Y | -28.0% | +32.8% | -60.8% | -33.0% |
| 3Y | +36.0% | +335.9% | -299.9% | +4.6% |
| All | +91.4% | +112.9% | -21.5% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling