-49.4%
ORCL vs UUUU
-58.0%
+8.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.8% | +6.3% | +0.6% |
| 7D | -6.5% | -6.9% | +0.4% | -4.8% |
| 30D | -16.6% | -32.3% | +15.8% | -8.0% |
| 3M | -21.6% | -52.8% | +31.2% | -6.3% |
| 6M | -39.4% | -68.5% | +29.1% | -22.7% |
| YTD | -38.7% | -53.6% | +15.0% | -29.2% |
| All | -49.4% | -58.0% | +8.7% | -41.0% |
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