+30.6%
ORCL vs TECH
-40.1%
+70.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -11.2% | +0.2% | -11.3% | -11.2% |
| 30D | -18.8% | +0.3% | -19.2% | -18.9% |
| 3M | -18.8% | +1.3% | -20.1% | -19.0% |
| 6M | -39.7% | +54.0% | -93.7% | -44.9% |
| YTD | -39.6% | +24.3% | -63.9% | -43.1% |
| 1Y | -51.7% | +25.8% | -77.5% | -54.8% |
| 3Y | +10.2% | +26.0% | -15.7% | -0.5% |
| All | +30.6% | -40.1% | +70.7% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling