+94.3%
ORCL vs NI
+100.2%
-5.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.1% | +2.1% |
| 7D | +15.0% | +2.3% | +12.7% | +14.5% |
| 30D | +10.5% | -1.7% | +12.2% | +10.9% |
| 3M | -23.0% | -8.0% | -15.0% | -21.8% |
| 6M | +7.0% | -8.6% | +15.6% | +8.2% |
| YTD | -15.8% | +2.3% | -18.2% | -17.9% |
| 1Y | -31.1% | +6.9% | -38.0% | -33.9% |
| 3Y | +33.3% | +70.6% | -37.3% | +12.8% |
| 5Y | +94.3% | +96.4% | -2.1% | +61.9% |
| All | +94.3% | +100.2% | -5.9% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling