-52.9%
ORCL vs UUUU
+4.2%
-57.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.3% | +0.9% | -4.2% |
| 7D | -0.7% | -5.0% | +4.3% | +0.3% |
| 30D | +5.1% | -7.8% | +12.9% | +6.5% |
| 3M | -23.7% | -0.4% | -23.3% | -24.2% |
| 6M | +3.1% | -32.9% | +36.0% | +7.5% |
| YTD | -20.8% | -6.3% | -14.5% | -20.8% |
| 1Y | -52.9% | +7.9% | -60.8% | -59.8% |
| All | -52.9% | +4.2% | -57.1% | -59.8% |
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