-49.5%
ORCL vs URA
-32.2%
-17.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.4% |
| 7D | -14.4% | -10.5% | -3.9% | -9.1% |
| 30D | -12.8% | -18.6% | +5.8% | -3.0% |
| 3M | -14.8% | -23.0% | +8.3% | -2.6% |
| 6M | -30.9% | -40.3% | +9.4% | -13.1% |
| YTD | -35.7% | -23.5% | -12.2% | -29.7% |
| 1Y | -49.5% | -31.1% | -18.4% | -42.1% |
| All | -49.5% | -32.2% | -17.3% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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