+75.5%
OSCR vs ACWI
+23.6%
+51.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +5.8% | +0.5% | +5.3% | +5.2% |
| 30D | +7.1% | +0.9% | +6.2% | +6.1% |
| 3M | +36.7% | +2.4% | +34.3% | +32.3% |
| 6M | +114.3% | +12.4% | +101.9% | +74.2% |
| YTD | +124.4% | +15.2% | +109.3% | +73.4% |
| 1Y | +75.5% | +22.7% | +52.7% | +20.5% |
| All | +75.5% | +23.6% | +51.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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