-28.0%
ORCL vs TECH
+36.9%
-64.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +0.1% | +5.1% | +5.3% |
| 30D | +10.0% | +0.7% | +9.3% | +10.0% |
| 3M | -32.6% | +36.3% | -68.9% | -31.6% |
| 6M | +4.9% | +25.6% | -20.6% | +5.4% |
| YTD | -17.8% | +23.7% | -41.4% | -17.3% |
| 1Y | -28.0% | +37.6% | -65.6% | -14.9% |
| All | -28.0% | +36.9% | -64.9% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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