+1,064.0%
ORCL vs UUUU
-92.0%
+1,156.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +3.0% |
| 7D | +5.3% | -1.4% | +6.6% | +5.4% |
| 30D | +10.0% | +16.3% | -6.4% | +8.7% |
| 3M | -32.6% | -16.7% | -15.9% | -31.9% |
| 6M | +4.9% | -33.7% | +38.6% | +7.3% |
| YTD | -17.8% | -0.5% | -17.3% | -18.5% |
| 1Y | -28.0% | +28.9% | -56.8% | -30.5% |
| 3Y | +36.0% | +99.9% | -63.8% | +25.4% |
| 5Y | +88.7% | +135.3% | -46.6% | +68.4% |
| 10Y | +346.9% | +518.4% | -171.5% | +255.0% |
| All | +1,064.0% | -92.0% | +1,156.0% | +858.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling