+689.7%
FLEX vs OSCR
+89.4%
+600.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -4.4% |
| 7D | +0.1% | +1.1% | -0.9% | 0.0% |
| 30D | -11.8% | +16.5% | -28.2% | -13.5% |
| 3M | -22.6% | +17.0% | -39.6% | -24.4% |
| 6M | +77.3% | +145.0% | -67.6% | +56.9% |
| YTD | +78.8% | +126.7% | -48.0% | +59.1% |
| 1Y | +86.1% | +67.2% | +18.8% | +69.6% |
| 3Y | +446.2% | +405.1% | +41.1% | +308.8% |
| 5Y | +689.7% | +86.2% | +603.5% | +457.6% |
| All | +689.7% | +89.4% | +600.3% | +457.6% |
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