+75.5%
OSCR vs A
+21.7%
+53.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.8% | -1.9% | +7.8% | +6.3% |
| 30D | +7.1% | +6.9% | +0.2% | +5.1% |
| 3M | +36.7% | +9.2% | +27.4% | +33.3% |
| 6M | +114.3% | +25.7% | +88.6% | +98.8% |
| YTD | +124.4% | +11.5% | +112.9% | +122.5% |
| 1Y | +75.5% | +18.4% | +57.1% | +79.0% |
| All | +75.5% | +21.7% | +53.8% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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