+278.7%
AMD vs OSCR
+128.1%
+150.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.1% | +11.4% | +7.9% |
| 7D | +13.1% | -8.8% | +21.9% | +14.5% |
| 30D | -7.0% | -5.6% | -1.4% | -6.3% |
| 3M | +16.6% | +14.8% | +1.8% | +13.8% |
| 6M | +20.5% | +46.0% | -25.4% | +12.0% |
| YTD | +158.2% | +123.5% | +34.7% | +123.9% |
| 1Y | +132.8% | +116.2% | +16.6% | +101.9% |
| 3Y | +366.2% | +351.6% | +14.6% | +220.2% |
| 5Y | +278.7% | +157.5% | +121.2% | +150.4% |
| All | +278.7% | +128.1% | +150.6% | +150.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling