+270.3%
ORCL vs NI
+197.8%
+72.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | +8.0% | +4.3% | +3.7% | +6.6% |
| 30D | -4.0% | +12.4% | -16.3% | -7.5% |
| 3M | -19.5% | +10.2% | -29.6% | -22.0% |
| 6M | -33.5% | -0.8% | -32.7% | -33.7% |
| YTD | -34.8% | +13.2% | -48.1% | -38.3% |
| 1Y | -41.6% | +10.1% | -51.7% | -44.2% |
| 3Y | +13.8% | +103.1% | -89.3% | -13.0% |
| 5Y | +43.4% | +115.5% | -72.2% | +5.7% |
| All | +270.3% | +197.8% | +72.4% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling