+13.8%
ORCL vs WU
-23.0%
+36.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.7% | -1.4% |
| 7D | +8.0% | -2.0% | +10.0% | +8.0% |
| 30D | -4.0% | +11.4% | -15.4% | -4.5% |
| 3M | -19.5% | -6.8% | -12.6% | -19.1% |
| 6M | -33.5% | -14.6% | -18.8% | -33.2% |
| YTD | -34.8% | -20.6% | -14.2% | -34.3% |
| 1Y | -41.6% | -15.4% | -26.2% | -41.2% |
| 3Y | +13.8% | -23.6% | +37.4% | +14.4% |
| All | +13.8% | -23.0% | +36.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling