+43.8%
MSCI vs OSCR
-9.0%
+52.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | -3.2% | +1.6% | -4.8% | -3.4% |
| 30D | -1.1% | +10.7% | -11.8% | -2.0% |
| 3M | -6.3% | +13.4% | -19.7% | -7.6% |
| 6M | +2.1% | +144.6% | -142.4% | -5.7% |
| YTD | -2.3% | +128.0% | -130.3% | -9.5% |
| 1Y | -3.9% | +68.7% | -72.6% | -9.6% |
| 3Y | +7.5% | +398.8% | -391.3% | -14.9% |
| 5Y | -9.8% | +87.3% | -97.0% | -30.7% |
| All | +43.8% | -9.0% | +52.8% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling