-34.8%
DOCS vs OSCR
+115.5%
-150.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.5% | +3.4% |
| 7D | -4.2% | -8.8% | +4.6% | -2.3% |
| 30D | +8.6% | -5.6% | +14.2% | +9.7% |
| 3M | +27.2% | +14.8% | +12.4% | +22.5% |
| 6M | +26.5% | +46.0% | -19.5% | +16.1% |
| YTD | -25.0% | +123.5% | -148.4% | -35.8% |
| All | -34.8% | +115.5% | -150.3% | -44.3% |
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