+33.3%
ORCL vs UUUU
+99.2%
-65.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +2.2% |
| 7D | +15.0% | +2.8% | +12.2% | +14.5% |
| 30D | +10.5% | +3.4% | +7.1% | +9.7% |
| 3M | -23.0% | -3.9% | -19.1% | -23.1% |
| 6M | +7.0% | -23.2% | +30.2% | +9.9% |
| YTD | -15.8% | +0.6% | -16.4% | -18.1% |
| 1Y | -31.1% | +22.9% | -53.9% | -37.5% |
| 3Y | +33.3% | +98.6% | -65.4% | +1.3% |
| All | +33.3% | +99.2% | -65.9% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling