+23.0%
MMM vs OSCR
+104.5%
-81.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +8.6% | +1.0% | +8.9% |
| 7D | +12.2% | +15.5% | -3.2% | +11.2% |
| 30D | +18.8% | +8.5% | +10.3% | +18.1% |
| 3M | +7.4% | +15.8% | -8.5% | +6.1% |
| 6M | +38.3% | +89.5% | -51.2% | +31.8% |
| YTD | +22.9% | +144.9% | -122.0% | +15.3% |
| 1Y | +23.0% | +105.1% | -82.1% | +15.8% |
| All | +23.0% | +104.5% | -81.5% | +15.8% |
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