-50.4%
ORCL vs TECH
+26.8%
-77.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -16.6% | +0.5% | -17.1% | -16.6% |
| 3M | -21.6% | +1.1% | -22.7% | -21.6% |
| 6M | -39.4% | +51.0% | -90.4% | -40.0% |
| YTD | -38.7% | +24.4% | -63.0% | -39.8% |
| 1Y | -50.4% | +27.4% | -77.8% | -50.1% |
| All | -50.4% | +26.8% | -77.1% | -50.1% |
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