-50.4%
ORCL vs PWR
+28.2%
-78.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.0% |
| 7D | -6.5% | -11.2% | +4.7% | -3.2% |
| 30D | -16.6% | -17.4% | +0.8% | -12.0% |
| 3M | -21.6% | -11.7% | -9.9% | -19.1% |
| 6M | -39.4% | -21.7% | -17.7% | -35.9% |
| YTD | -38.7% | +38.3% | -76.9% | -51.7% |
| 1Y | -50.4% | +29.6% | -79.9% | -59.3% |
| All | -50.4% | +28.2% | -78.6% | -59.3% |
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