+43.4%
C vs OSCR
+64.1%
-20.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +0.8% | +1.6% | -0.8% | +0.6% |
| 30D | +0.9% | +10.7% | -9.8% | -0.3% |
| 3M | +1.1% | +13.4% | -12.3% | -0.7% |
| 6M | +28.4% | +144.6% | -116.2% | +13.6% |
| YTD | +20.8% | +128.0% | -107.3% | +7.7% |
| 1Y | +43.4% | +68.7% | -25.2% | +29.4% |
| All | +43.4% | +64.1% | -20.7% | +29.4% |
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 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