+34,261.9%
ORCL vs WM
+26,190.3%
+8,071.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +2.9% | +2.5% |
| 7D | +15.0% | -0.9% | +15.9% | +15.2% |
| 30D | +10.5% | -4.3% | +14.9% | +11.6% |
| 3M | -23.0% | +0.8% | -23.8% | -23.6% |
| 6M | +7.0% | -10.8% | +17.7% | +8.9% |
| YTD | -15.8% | -0.1% | -15.8% | -16.7% |
| 1Y | -31.1% | +1.0% | -32.1% | -32.2% |
| 3Y | +33.3% | +45.1% | -11.8% | +19.0% |
| 5Y | +94.3% | +52.1% | +42.2% | +71.1% |
| 10Y | +363.4% | +302.9% | +60.4% | +227.0% |
| All | +34,261.9% | +26,190.3% | +8,071.6% | +14,528.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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