+9.3%
ORCL vs URI
+136.1%
-126.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -7.1% | +0.2% | -5.1% |
| 7D | -17.5% | -12.9% | -4.6% | -14.5% |
| 30D | -20.2% | -3.4% | -16.7% | -19.4% |
| 3M | -19.9% | -10.0% | -9.9% | -17.9% |
| 6M | -37.4% | +12.2% | -49.6% | -39.5% |
| YTD | -40.1% | +29.8% | -69.9% | -45.6% |
| 1Y | -53.4% | +24.6% | -78.0% | -57.0% |
| All | +9.3% | +136.1% | -126.8% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling