+55.3%
ON vs OSCR
+64.1%
-8.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.5% |
| 7D | +2.4% | +1.6% | +0.8% | +2.2% |
| 30D | -8.6% | +10.7% | -19.3% | -9.5% |
| 3M | -34.3% | +13.4% | -47.7% | -35.3% |
| 6M | +28.5% | +144.6% | -116.0% | +8.7% |
| YTD | +40.6% | +128.0% | -87.4% | +19.4% |
| 1Y | +55.3% | +68.7% | -13.3% | +42.6% |
| All | +55.3% | +64.1% | -8.8% | +42.6% |
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