-51.1%
FIS vs OSCR
+104.5%
-155.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +8.6% | -32.3% | -23.9% |
| 7D | -18.4% | +15.5% | -33.9% | -19.0% |
| 30D | -11.4% | +8.5% | -19.9% | -11.6% |
| 3M | -32.0% | +15.8% | -47.8% | -32.5% |
| 6M | -35.6% | +89.5% | -125.1% | -38.0% |
| YTD | -53.8% | +144.9% | -198.7% | -55.9% |
| 1Y | -51.1% | +105.1% | -156.1% | -53.4% |
| All | -51.1% | +104.5% | -155.5% | -53.4% |
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