+47.6%
ON vs OSCR
+104.5%
-56.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.6% | -10.5% | -2.1% |
| 7D | -5.8% | +15.5% | -21.3% | -6.2% |
| 30D | -17.1% | +8.5% | -25.6% | -17.3% |
| 3M | -11.8% | +15.8% | -27.6% | -12.3% |
| 6M | -30.2% | +89.5% | -119.7% | -33.5% |
| YTD | +31.6% | +144.9% | -113.3% | +18.5% |
| 1Y | +47.6% | +105.1% | -57.5% | +33.8% |
| All | +47.6% | +104.5% | -56.9% | +33.8% |
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