+190.8%
EQT vs OSCR
+96.8%
+94.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -2.0% | +1.6% | -3.6% | -2.1% |
| 30D | 0.0% | +10.7% | -10.7% | -0.7% |
| 3M | +5.9% | +13.4% | -7.4% | +4.7% |
| 6M | -14.8% | +144.6% | -159.3% | -20.7% |
| YTD | +1.8% | +128.0% | -126.3% | -5.1% |
| 1Y | +7.4% | +68.7% | -61.3% | +1.8% |
| 3Y | +33.6% | +398.8% | -365.2% | +10.1% |
| All | +190.8% | +96.8% | +94.0% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling