-43.3%
ORCL vs TER
+46.6%
-89.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +10.4% | +24.0% | -13.6% | +5.1% |
| 30D | -11.2% | -30.6% | +19.4% | -4.9% |
| 3M | -16.8% | -34.5% | +17.7% | -10.3% |
| 6M | -31.5% | -26.4% | -5.1% | -28.6% |
| YTD | -33.9% | +36.4% | -70.3% | -46.5% |
| 1Y | -43.3% | +47.4% | -90.7% | -56.2% |
| All | -43.3% | +46.6% | -89.9% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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