+80.5%
OSCR vs ACWI
+67.2%
+13.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -2.8% |
| 7D | +4.7% | 0.0% | +4.7% | +4.8% |
| 30D | +14.8% | -0.6% | +15.4% | +16.0% |
| 3M | +16.7% | +4.3% | +12.4% | +8.3% |
| 6M | +127.5% | +12.7% | +114.8% | +84.2% |
| YTD | +121.0% | +13.9% | +107.1% | +75.8% |
| 1Y | +58.4% | +20.5% | +37.9% | +14.6% |
| 3Y | +392.4% | +76.5% | +315.9% | +75.5% |
| 5Y | +80.5% | +67.5% | +12.9% | -25.4% |
| All | +80.5% | +67.2% | +13.2% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling