+19.9%
MDT vs OSCR
+104.5%
-84.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +8.6% | -2.4% | +5.4% |
| 7D | +10.7% | +15.5% | -4.7% | +9.3% |
| 30D | +19.3% | +8.5% | +10.8% | +18.4% |
| 3M | +22.8% | +15.8% | +6.9% | +21.0% |
| 6M | +36.4% | +89.5% | -53.1% | +29.1% |
| YTD | +12.1% | +144.9% | -132.8% | +3.9% |
| 1Y | +19.9% | +105.1% | -85.1% | +12.1% |
| All | +19.9% | +104.5% | -84.5% | +12.1% |
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