-61.5%
DOCS vs OSCR
+75.7%
-137.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.4% | +5.8% | -7.3% | -2.5% |
| 30D | +21.8% | +7.1% | +14.7% | +19.6% |
| 3M | +27.3% | +36.7% | -9.4% | +19.7% |
| 6M | -0.3% | +114.3% | -114.6% | -12.3% |
| YTD | -40.5% | +124.4% | -164.9% | -48.1% |
| 1Y | -61.5% | +75.5% | -137.0% | -65.2% |
| All | -61.5% | +75.7% | -137.3% | -65.2% |
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