+55.3%
BE vs OSCR
+104.5%
-49.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.6% | -14.9% | -7.9% |
| 7D | -12.1% | +15.5% | -27.6% | -14.6% |
| 30D | -30.1% | +8.5% | -38.6% | -31.2% |
| 3M | -12.1% | +15.8% | -28.0% | -14.9% |
| 6M | -30.6% | +89.5% | -120.1% | -44.0% |
| YTD | +130.6% | +144.9% | -14.2% | +61.2% |
| 1Y | +55.3% | +105.1% | -49.8% | +14.0% |
| All | +55.3% | +104.5% | -49.2% | +14.0% |
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