+36.9%
NOW vs OSCR
-10.4%
+47.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +5.8% | -8.2% | -3.2% |
| 30D | +20.5% | +7.1% | +13.4% | +19.1% |
| 3M | +18.3% | +36.7% | -18.3% | +12.8% |
| 6M | +24.1% | +114.3% | -90.2% | +10.8% |
| YTD | -7.8% | +124.4% | -132.2% | -18.5% |
| 1Y | -21.4% | +75.5% | -96.9% | -29.1% |
| 3Y | +19.5% | +390.1% | -370.6% | -16.4% |
| 5Y | +4.1% | +77.1% | -73.0% | -26.2% |
| All | +36.9% | -10.4% | +47.3% | +5.5% |
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