+164.6%
DOCN vs OSCR
+13.2%
+151.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | +5.8% | -4.7% | -0.1% |
| 30D | -9.6% | +7.1% | -16.7% | -11.3% |
| 3M | -37.7% | +36.7% | -74.3% | -42.6% |
| 6M | +115.2% | +114.3% | +0.9% | +76.2% |
| YTD | +133.7% | +124.4% | +9.3% | +87.7% |
| 1Y | +250.2% | +75.5% | +174.7% | +190.2% |
| 3Y | +320.3% | +390.1% | -69.8% | +124.9% |
| 5Y | +53.1% | +77.1% | -24.0% | -16.0% |
| All | +164.6% | +13.2% | +151.5% | +53.6% |
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