+35.4%
MAS vs OSCR
+64.5%
-29.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.6% | +6.1% | -1.1% |
| 7D | +2.4% | +0.9% | +1.4% | +2.4% |
| 30D | +19.8% | -6.9% | +26.7% | +20.3% |
| 3M | +9.8% | +15.5% | -5.6% | +9.2% |
| 6M | +15.8% | +54.5% | -38.7% | +12.5% |
| YTD | +31.8% | +113.3% | -81.5% | +24.9% |
| 1Y | +35.4% | +85.1% | -49.7% | +27.8% |
| All | +35.4% | +64.5% | -29.1% | +27.8% |
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