+47.9%
DE vs OSCR
+75.7%
-27.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +10.0% | +5.8% | +4.2% | +10.1% |
| 30D | +13.3% | +7.1% | +6.2% | +13.4% |
| 3M | +17.5% | +36.7% | -19.1% | +17.2% |
| 6M | +13.6% | +114.3% | -100.7% | +11.5% |
| YTD | +49.8% | +124.4% | -74.6% | +47.2% |
| 1Y | +47.9% | +75.5% | -27.6% | +43.9% |
| All | +47.9% | +75.7% | -27.9% | +43.9% |
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