+336.5%
ORCL vs UUUU
+495.2%
-158.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.3% | +0.9% | -4.7% |
| 7D | -0.7% | -5.0% | +4.3% | -0.1% |
| 30D | +5.1% | -7.8% | +12.9% | +6.0% |
| 3M | -23.7% | -0.4% | -23.3% | -23.9% |
| 6M | +3.1% | -32.9% | +36.0% | +6.7% |
| YTD | -20.8% | -6.3% | -14.5% | -21.5% |
| 1Y | -52.9% | +7.9% | -60.8% | -54.6% |
| 3Y | +25.4% | +85.2% | -59.8% | +10.3% |
| 5Y | +82.4% | +97.0% | -14.5% | +54.1% |
| All | +336.5% | +495.2% | -158.7% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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