-43.3%
ORCL vs URA
-29.1%
-14.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +1.1% |
| 7D | +10.4% | +4.5% | +5.9% | +7.7% |
| 30D | -11.2% | -13.4% | +2.2% | -4.0% |
| 3M | -16.8% | -28.4% | +11.6% | -1.4% |
| 6M | -31.5% | -40.5% | +9.0% | -13.4% |
| YTD | -33.9% | -24.3% | -9.6% | -27.6% |
| 1Y | -43.3% | -28.8% | -14.4% | -36.1% |
| All | -43.3% | -29.1% | -14.2% | -36.1% |
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