+708.6%
MPC vs OSCR
-8.3%
+716.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +2.2% |
| 7D | +3.9% | +10.7% | -6.8% | +3.4% |
| 30D | +33.8% | +18.3% | +15.4% | +32.7% |
| 3M | +49.9% | +20.5% | +29.3% | +48.3% |
| 6M | +80.9% | +138.5% | -57.6% | +72.9% |
| YTD | +147.4% | +129.7% | +17.7% | +136.6% |
| 1Y | +123.2% | +62.8% | +60.4% | +115.9% |
| 3Y | +171.7% | +411.8% | -240.1% | +136.6% |
| 5Y | +678.6% | +99.9% | +578.6% | +570.2% |
| All | +708.6% | -8.3% | +716.9% | +629.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling