-44.9%
ORCL vs PWR
+36.2%
-81.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.3% | +4.6% | +7.3% |
| 7D | +3.8% | +4.7% | -1.0% | +2.0% |
| 30D | -6.6% | -12.5% | +5.9% | -3.2% |
| 3M | -11.4% | -9.3% | -2.1% | -9.4% |
| 6M | -33.3% | -22.2% | -11.1% | -29.3% |
| YTD | -33.3% | +44.2% | -77.4% | -48.1% |
| 1Y | -44.9% | +35.5% | -80.4% | -55.6% |
| All | -44.9% | +36.2% | -81.1% | -55.6% |
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