-49.5%
ORCL vs PWR
+31.4%
-80.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -11.7% | +9.7% | +1.8% |
| 7D | -14.4% | -4.4% | -10.0% | -13.4% |
| 30D | -12.8% | -15.1% | +2.2% | -8.5% |
| 3M | -14.8% | -16.2% | +1.5% | -10.4% |
| 6M | -30.9% | -23.3% | -7.5% | -26.2% |
| YTD | -35.7% | +37.6% | -73.3% | -49.2% |
| 1Y | -49.5% | +32.4% | -81.9% | -59.4% |
| All | -49.5% | +31.4% | -80.9% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling