+363.4%
ORCL vs WPM
+502.1%
-138.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +15.0% | +7.0% | +8.0% | +14.0% |
| 30D | +10.5% | +15.7% | -5.2% | +8.2% |
| 3M | -23.0% | +35.2% | -58.2% | -26.3% |
| 6M | +7.0% | +6.1% | +0.9% | +5.3% |
| YTD | -15.8% | +32.6% | -48.4% | -19.4% |
| 1Y | -31.1% | +46.9% | -78.0% | -34.8% |
| 3Y | +33.3% | +276.3% | -243.0% | +14.3% |
| 5Y | +94.3% | +260.0% | -165.7% | +65.5% |
| 10Y | +363.4% | +508.5% | -145.1% | +292.2% |
| All | +363.4% | +502.1% | -138.7% | +292.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WPM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling