+315.5%
ARM vs OSCR
+395.5%
-80.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.8% | +4.8% | +1.9% |
| 7D | +12.5% | +4.7% | +7.8% | +11.4% |
| 30D | -1.4% | +14.8% | -16.1% | -4.5% |
| 3M | -18.7% | +16.7% | -35.3% | -22.5% |
| 6M | +124.6% | +127.5% | -2.9% | +76.9% |
| YTD | +141.7% | +121.0% | +20.7% | +89.9% |
| 1Y | +87.7% | +58.4% | +29.3% | +57.3% |
| All | +315.5% | +395.5% | -80.0% | +93.3% |
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