+24,538.0%
ORCL vs NI
+5,476.3%
+19,061.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -11.2% | -0.9% | -10.2% | -10.9% |
| 30D | -18.8% | +9.6% | -28.5% | -21.5% |
| 3M | -18.8% | +2.5% | -21.2% | -19.6% |
| 6M | -39.7% | -5.8% | -33.9% | -38.9% |
| YTD | -39.6% | +8.6% | -48.2% | -42.1% |
| 1Y | -51.7% | +6.0% | -57.7% | -53.3% |
| 3Y | +10.2% | +91.0% | -80.8% | -14.2% |
| 5Y | +30.8% | +104.8% | -73.9% | -2.0% |
| 10Y | +252.1% | +176.7% | +75.4% | +128.5% |
| All | +24,538.0% | +5,476.3% | +19,061.7% | +6,814.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling