+31.5%
AEM vs OSCR
+64.1%
-32.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | -2.1% | +1.6% | -3.7% | -2.3% |
| 30D | +8.4% | +10.7% | -2.2% | +7.2% |
| 3M | +27.3% | +13.4% | +13.9% | +25.1% |
| 6M | -9.7% | +144.6% | -154.2% | -20.2% |
| YTD | +19.0% | +128.0% | -109.1% | +5.9% |
| 1Y | +31.5% | +68.7% | -37.2% | +16.2% |
| All | +31.5% | +64.1% | -32.7% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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