+93.1%
ORCL vs UUUU
+132.1%
-39.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.5% |
| 7D | +10.9% | +1.8% | +9.1% | +10.6% |
| 30D | +7.0% | +1.8% | +5.2% | +6.5% |
| 3M | -21.2% | +1.3% | -22.4% | -21.7% |
| 6M | +7.4% | -26.8% | +34.2% | +10.8% |
| YTD | -16.3% | +0.1% | -16.3% | -18.1% |
| 1Y | -32.3% | +11.2% | -43.6% | -36.3% |
| 3Y | +32.6% | +97.7% | -65.1% | +9.3% |
| 5Y | +93.1% | +127.3% | -34.2% | +55.0% |
| All | +93.1% | +132.1% | -39.0% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling