+8.4%
FN vs OSCR
+58.2%
-49.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -3.5% |
| 7D | +2.3% | +1.1% | +1.2% | +2.2% |
| 30D | -23.2% | +16.5% | -39.7% | -23.7% |
| 3M | -30.4% | +17.0% | -47.4% | -30.9% |
| 6M | -25.6% | +145.0% | -170.6% | -32.8% |
| YTD | -11.3% | +126.7% | -138.0% | -19.5% |
| 1Y | +8.4% | +67.2% | -58.8% | +0.8% |
| All | +8.4% | +58.2% | -49.7% | +0.8% |
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