-47.3%
DOCS vs OSCR
+104.5%
-151.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.6% | -2.2% | +4.7% |
| 7D | +1.2% | +15.5% | -14.2% | -1.6% |
| 30D | +21.3% | +8.5% | +12.8% | +19.2% |
| 3M | +58.4% | +15.8% | +42.6% | +52.6% |
| 6M | +39.3% | +89.5% | -50.2% | +24.6% |
| YTD | -21.7% | +144.9% | -166.6% | -32.2% |
| 1Y | -47.3% | +105.1% | -152.4% | -54.3% |
| All | -47.3% | +104.5% | -151.8% | -54.3% |
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