-15.6%
MOS vs OSCR
+104.5%
-120.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +8.6% | +8.8% | +17.2% |
| 7D | +17.9% | +15.5% | +2.5% | +17.8% |
| 30D | +1.6% | +8.5% | -7.0% | +1.4% |
| 3M | -4.0% | +15.8% | -19.8% | -4.1% |
| 6M | -4.1% | +89.5% | -93.6% | -5.3% |
| YTD | -7.8% | +144.9% | -152.7% | -10.7% |
| 1Y | -15.6% | +105.1% | -120.6% | -18.1% |
| All | -15.6% | +104.5% | -120.1% | -18.1% |
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