+32.7%
ORCL vs TER
+234.6%
-201.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +1.8% |
| 7D | +5.3% | +0.6% | +4.6% | +5.1% |
| 30D | +10.0% | -8.3% | +18.2% | +11.8% |
| 3M | -32.6% | -12.2% | -20.4% | -31.9% |
| 6M | +4.9% | +17.1% | -12.1% | -4.4% |
| YTD | -17.8% | +84.7% | -102.4% | -35.4% |
| 1Y | -28.0% | +199.9% | -227.9% | -51.9% |
| All | +32.7% | +234.6% | -201.9% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling