-7.7%
MDB vs OSCR
+104.5%
-112.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.6% | -10.7% | -3.7% |
| 7D | -16.5% | +15.5% | -32.0% | -19.0% |
| 30D | -8.6% | +8.5% | -17.1% | -10.2% |
| 3M | -13.6% | +15.8% | -29.4% | -16.7% |
| 6M | +24.1% | +89.5% | -65.4% | +9.2% |
| YTD | -21.8% | +144.9% | -166.6% | -34.0% |
| 1Y | -7.7% | +105.1% | -112.8% | -22.1% |
| All | -7.7% | +104.5% | -112.2% | -22.1% |
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