-50.4%
ORCL vs WY
-6.9%
-43.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -2.3% |
| 7D | -6.5% | +0.2% | -6.7% | -6.3% |
| 30D | -16.6% | +8.0% | -24.6% | -14.5% |
| 3M | -21.6% | -17.7% | -3.9% | -24.6% |
| 6M | -39.4% | -10.8% | -28.6% | -40.2% |
| YTD | -38.7% | -10.6% | -28.1% | -40.2% |
| 1Y | -50.4% | -5.7% | -44.6% | -50.9% |
| All | -50.4% | -6.9% | -43.4% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling