-19.6%
MSFU vs OSCR
+75.7%
-95.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -5.7% | +5.8% | -11.5% | -6.5% |
| 30D | +4.2% | +7.1% | -2.9% | +2.8% |
| 3M | +27.9% | +36.7% | -8.7% | +21.8% |
| 6M | +37.1% | +114.3% | -77.2% | +21.3% |
| YTD | -7.4% | +124.4% | -131.8% | -18.9% |
| 1Y | -19.6% | +75.5% | -95.1% | -27.6% |
| All | -19.6% | +75.7% | -95.4% | -27.6% |
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