+251.6%
ORCL vs TECH
+204.1%
+47.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | -15.3% | +0.5% | -15.8% | -15.4% |
| 3M | -18.2% | +0.9% | -19.1% | -18.4% |
| 6M | -38.4% | +51.0% | -89.5% | -44.8% |
| YTD | -37.7% | +24.4% | -62.1% | -42.3% |
| 1Y | -49.3% | +27.6% | -76.8% | -53.5% |
| 3Y | +10.6% | +29.9% | -19.3% | -3.4% |
| 5Y | +35.5% | -40.6% | +76.1% | +47.6% |
| 10Y | +251.6% | +196.7% | +54.9% | +97.4% |
| All | +251.6% | +204.1% | +47.4% | +97.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling