-41.6%
ORCL vs UUUU
-58.2%
+16.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -1.0% |
| 7D | +8.0% | -1.1% | +9.0% | +8.2% |
| 30D | -4.0% | -21.0% | +17.0% | +2.0% |
| 3M | -19.5% | -54.8% | +35.3% | -2.7% |
| 6M | -33.5% | -67.3% | +33.9% | -15.6% |
| YTD | -34.8% | -54.7% | +19.8% | -24.0% |
| 1Y | -41.6% | -57.4% | +15.8% | -31.8% |
| All | -41.6% | -58.2% | +16.6% | -31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling