+5,353.9%
ORCL vs URI
+7,134.6%
-1,780.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.7% |
| 7D | +5.3% | -2.0% | +7.2% | +5.7% |
| 30D | +10.0% | -12.9% | +22.9% | +13.2% |
| 3M | -32.6% | -6.7% | -25.9% | -31.8% |
| 6M | +4.9% | +19.0% | -14.1% | -0.4% |
| YTD | -17.8% | +25.5% | -43.3% | -23.3% |
| 1Y | -28.0% | +5.5% | -33.5% | -30.4% |
| 3Y | +36.0% | +111.3% | -75.3% | +11.9% |
| 5Y | +88.7% | +198.6% | -109.8% | +41.7% |
| 10Y | +346.9% | +1,179.9% | -833.0% | +129.8% |
| All | +5,353.9% | +7,134.6% | -1,780.7% | +1,025.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling