+94.3%
ORCL vs WY
-21.5%
+115.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.7% |
| 7D | +15.0% | -2.1% | +17.1% | +15.6% |
| 30D | +10.5% | -10.5% | +21.0% | +13.7% |
| 3M | -23.0% | -4.9% | -18.1% | -22.4% |
| 6M | +7.0% | -4.9% | +11.9% | +7.2% |
| YTD | -15.8% | -1.7% | -14.1% | -16.9% |
| 1Y | -31.1% | -9.4% | -21.7% | -30.1% |
| 3Y | +33.3% | -22.3% | +55.6% | +39.9% |
| 5Y | +94.3% | -20.5% | +114.8% | +104.5% |
| All | +94.3% | -21.5% | +115.8% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling