+4,165.7%
ORCL vs URI
+7,950.8%
-3,785.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.4% | -1.0% |
| 7D | -14.4% | -4.3% | -10.1% | -13.6% |
| 30D | -12.8% | +4.6% | -17.4% | -13.7% |
| 3M | -14.8% | -2.1% | -12.7% | -14.5% |
| 6M | -30.9% | +21.9% | -52.8% | -34.1% |
| YTD | -35.7% | +39.7% | -75.4% | -41.3% |
| 1Y | -49.5% | +32.9% | -82.3% | -53.5% |
| 3Y | +18.6% | +155.8% | -137.2% | -6.1% |
| 5Y | +38.4% | +202.4% | -164.0% | +3.7% |
| 10Y | +275.2% | +1,517.7% | -1,242.5% | +84.2% |
| All | +4,165.7% | +7,950.8% | -3,785.1% | +760.1% |
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