+10.2%
ORCL vs WY
-25.3%
+35.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.9% |
| 7D | -11.2% | +3.1% | -14.2% | -11.3% |
| 30D | -18.8% | +13.0% | -31.8% | -19.6% |
| 3M | -18.8% | -16.8% | -2.0% | -17.2% |
| 6M | -39.7% | -11.2% | -28.6% | -39.1% |
| YTD | -39.6% | -9.1% | -30.6% | -39.7% |
| 1Y | -51.7% | -4.8% | -47.0% | -52.3% |
| 3Y | +10.2% | -25.3% | +35.5% | +12.1% |
| All | +10.2% | -25.3% | +35.5% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling