+378.7%
AMD vs OSCR
+89.4%
+289.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -5.9% | -3.7% |
| 7D | +10.4% | +1.1% | +9.3% | +10.2% |
| 30D | +6.2% | +16.5% | -10.3% | +3.9% |
| 3M | +11.3% | +17.0% | -5.7% | +8.2% |
| 6M | +147.8% | +145.0% | +2.8% | +115.2% |
| YTD | +135.2% | +126.7% | +8.4% | +105.7% |
| 1Y | +215.7% | +67.2% | +148.4% | +184.1% |
| 3Y | +374.7% | +405.1% | -30.4% | +228.7% |
| 5Y | +378.7% | +86.2% | +292.5% | +211.2% |
| All | +378.7% | +89.4% | +289.3% | +211.2% |
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 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