+33,471.1%
ORCL vs WY
+688.1%
+32,783.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +2.8% |
| 7D | +5.3% | -1.7% | +7.0% | +5.9% |
| 30D | +10.0% | -10.1% | +20.1% | +14.2% |
| 3M | -32.6% | -5.1% | -27.4% | -31.8% |
| 6M | +4.9% | -4.8% | +9.7% | +5.3% |
| YTD | -17.8% | -0.2% | -17.5% | -19.1% |
| 1Y | -28.0% | -6.6% | -21.4% | -27.9% |
| 3Y | +36.0% | -22.7% | +58.8% | +43.3% |
| 5Y | +88.7% | -22.2% | +110.9% | +96.0% |
| 10Y | +346.9% | +7.3% | +339.6% | +276.8% |
| All | +33,471.1% | +688.1% | +32,783.0% | +11,468.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling