+3,870.2%
ORCL vs URI
+7,377.6%
-3,507.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -7.1% | +0.2% | -5.4% |
| 7D | -17.5% | -12.9% | -4.6% | -15.0% |
| 30D | -20.2% | -3.4% | -16.7% | -19.5% |
| 3M | -19.9% | -10.0% | -9.9% | -18.2% |
| 6M | -37.4% | +12.2% | -49.6% | -39.2% |
| YTD | -40.1% | +29.8% | -69.9% | -44.5% |
| 1Y | -53.4% | +24.6% | -78.0% | -56.4% |
| 3Y | +10.4% | +137.6% | -127.2% | -11.2% |
| 5Y | +29.8% | +176.6% | -146.9% | -0.9% |
| 10Y | +249.2% | +1,402.6% | -1,153.3% | +74.2% |
| All | +3,870.2% | +7,377.6% | -3,507.4% | +713.6% |
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