+1,373.8%
DELL vs OSCR
-9.0%
+1,382.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.4% | +11.9% |
| 7D | +8.2% | +1.6% | +6.6% | +8.0% |
| 30D | +17.1% | +10.7% | +6.4% | +15.6% |
| 3M | +45.2% | +13.4% | +31.8% | +42.4% |
| 6M | +286.8% | +144.6% | +142.2% | +245.2% |
| YTD | +354.8% | +128.0% | +226.7% | +307.7% |
| 1Y | +358.3% | +68.7% | +289.6% | +320.6% |
| 3Y | +724.9% | +398.8% | +326.1% | +542.1% |
| 5Y | +1,193.7% | +87.3% | +1,106.4% | +892.1% |
| All | +1,373.8% | -9.0% | +1,382.8% | +1,065.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling