+275.4%
ORCL vs URI
+1,189.9%
-914.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.7% |
| 7D | +10.4% | +9.3% | +1.0% | +8.0% |
| 30D | -11.2% | +7.6% | -18.8% | -12.7% |
| 3M | -16.8% | +1.0% | -17.8% | -17.0% |
| 6M | -31.5% | +19.8% | -51.3% | -34.9% |
| YTD | -33.9% | +41.9% | -75.8% | -41.0% |
| 1Y | -43.3% | +33.4% | -76.6% | -48.5% |
| 3Y | +16.5% | +156.0% | -139.6% | -12.1% |
| 5Y | +45.4% | +209.5% | -164.1% | +1.5% |
| All | +275.4% | +1,189.9% | -914.4% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling