+24,338.5%
ORCL vs TER
+8,410.9%
+15,927.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -15.2% | +8.3% | -2.1% |
| 7D | -17.5% | -28.2% | +10.7% | -8.5% |
| 30D | -20.2% | -50.6% | +30.4% | -0.7% |
| 3M | -19.9% | -45.3% | +25.4% | -4.5% |
| 6M | -37.4% | -40.4% | +3.0% | -29.7% |
| YTD | -40.1% | +10.0% | -50.2% | -46.8% |
| 1Y | -53.4% | +13.6% | -67.0% | -59.0% |
| 3Y | +10.4% | +145.2% | -134.8% | -28.8% |
| 5Y | +29.8% | +50.4% | -20.6% | -6.3% |
| 10Y | +249.2% | +882.9% | -633.7% | +22.2% |
| All | +24,338.5% | +8,410.9% | +15,927.6% | +2,072.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling