+368.8%
ORCL vs WBD
+10.9%
+357.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | +10.9% | -1.7% | +12.6% | +11.1% |
| 30D | +7.0% | +3.9% | +3.1% | +6.5% |
| 3M | -21.2% | +5.1% | -26.3% | -21.8% |
| 6M | +7.4% | +0.6% | +6.8% | +7.3% |
| YTD | -16.3% | -3.2% | -13.1% | -16.0% |
| 1Y | -32.3% | +127.7% | -160.0% | -39.9% |
| 3Y | +32.6% | +146.6% | -114.0% | +12.8% |
| 5Y | +93.1% | +4.2% | +88.9% | +78.8% |
| 10Y | +368.8% | +13.7% | +355.1% | +299.7% |
| All | +368.8% | +10.9% | +357.9% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling